+141.3%
MSTR vs NU
+36.6%
+104.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -0.2% |
| 7D | +12.2% | +7.5% | +4.7% | +7.5% |
| 30D | +45.2% | +6.1% | +39.0% | +39.1% |
| 3M | +10.4% | +26.8% | -16.4% | -4.9% |
| 6M | -2.5% | +2.5% | -5.0% | -4.9% |
| YTD | -6.0% | -8.2% | +2.2% | -3.0% |
| 1Y | -56.4% | +3.4% | -59.8% | -58.3% |
| 3Y | +306.3% | +116.2% | +190.1% | +142.4% |
| All | +141.3% | +36.6% | +104.6% | +41.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling