+1,252.0%
MSTR vs NUE
+4,138.5%
-2,886.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | +12.2% | +4.2% | +7.9% | +10.2% |
| 30D | +45.2% | -5.0% | +50.1% | +47.3% |
| 3M | +10.4% | -0.2% | +10.6% | +9.1% |
| 6M | -2.5% | +49.1% | -51.6% | -17.9% |
| YTD | -6.0% | +61.0% | -67.0% | -23.4% |
| 1Y | -56.4% | +82.5% | -138.9% | -66.3% |
| 3Y | +306.3% | +57.9% | +248.4% | +229.8% |
| 5Y | +100.5% | +146.6% | -46.1% | +39.7% |
| 10Y | +741.1% | +561.6% | +179.5% | +282.0% |
| All | +1,252.0% | +4,138.5% | -2,886.5% | +117.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling