+956.8%
MSTR vs NUE
+3,996.5%
-3,039.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.5% | +1.0% | -1.1% |
| 7D | -13.4% | +2.8% | -16.2% | -14.4% |
| 30D | -22.1% | -2.1% | -20.0% | -21.5% |
| 3M | +15.0% | -7.3% | +22.3% | +17.0% |
| 6M | -37.3% | +8.9% | -46.2% | -40.7% |
| YTD | -26.5% | +55.6% | -82.1% | -39.7% |
| 1Y | -46.5% | +74.7% | -121.1% | -58.1% |
| 3Y | +121.1% | +71.7% | +49.4% | +72.9% |
| 5Y | +37.5% | +141.2% | -103.7% | -3.8% |
| 10Y | +467.3% | +429.6% | +37.7% | +178.2% |
| All | +956.8% | +3,996.5% | -3,039.8% | +71.2% |
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