+108.8%
MSTR vs NUE
+142.4%
-33.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.5% |
| 7D | -11.2% | -2.7% | -8.6% | -9.7% |
| 30D | +33.8% | -6.1% | +39.9% | +38.0% |
| 3M | +11.5% | +2.2% | +9.2% | +7.3% |
| 6M | -7.2% | +50.8% | -57.9% | -31.6% |
| YTD | -15.4% | +57.5% | -72.9% | -39.8% |
| 1Y | -60.6% | +82.5% | -143.1% | -74.9% |
| 3Y | +260.8% | +61.7% | +199.2% | +139.0% |
| 5Y | +108.8% | +145.1% | -36.3% | +9.5% |
| All | +108.8% | +142.4% | -33.6% | +9.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling