+121.1%
MSTR vs NUE
+72.4%
+48.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.5% | +1.0% | -0.8% |
| 7D | -13.4% | +2.8% | -16.2% | -14.6% |
| 30D | -22.1% | -2.1% | -20.0% | -21.3% |
| 3M | +15.0% | -7.3% | +22.3% | +17.8% |
| 6M | -37.3% | +8.9% | -46.2% | -42.4% |
| YTD | -26.5% | +55.6% | -82.1% | -46.4% |
| 1Y | -46.5% | +74.7% | -121.1% | -63.8% |
| 3Y | +121.1% | +71.7% | +49.4% | +76.6% |
| All | +121.1% | +72.4% | +48.7% | +76.6% |
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