+304.5%
MSTR vs NU
+124.7%
+179.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -0.2% |
| 7D | +12.2% | +7.5% | +4.7% | +7.6% |
| 30D | +45.2% | +6.1% | +39.0% | +39.2% |
| 3M | +10.4% | +26.8% | -16.4% | -5.0% |
| 6M | -2.5% | +2.5% | -5.0% | -4.8% |
| YTD | -6.0% | -8.2% | +2.2% | -3.0% |
| 1Y | -56.4% | +3.4% | -59.8% | -58.4% |
| All | +304.5% | +124.7% | +179.7% | +183.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling