+298.4%
MSTR vs NUE
+59.8%
+238.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.8% | -2.6% | -3.5% |
| 7D | +9.3% | +1.8% | +7.5% | +8.2% |
| 30D | +36.5% | -6.0% | +42.5% | +40.3% |
| 3M | +7.3% | +1.4% | +5.9% | +4.6% |
| 6M | +2.2% | +52.8% | -50.6% | -23.5% |
| YTD | -10.2% | +58.1% | -68.3% | -34.4% |
| 1Y | -58.6% | +80.4% | -139.0% | -72.5% |
| All | +298.4% | +59.8% | +238.6% | +157.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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