-49.3%
MSTR vs NXT
-8.4%
-40.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.8% | +1.2% | -1.9% |
| 7D | -10.7% | +4.0% | -14.7% | -11.8% |
| 30D | -21.6% | +15.9% | -37.5% | -25.4% |
| 3M | +24.4% | -3.0% | +27.4% | +24.7% |
| 6M | -35.5% | -20.7% | -14.7% | -31.8% |
| YTD | -20.3% | +14.6% | -34.9% | -24.1% |
| 1Y | -49.3% | -7.1% | -42.2% | -49.1% |
| All | -49.3% | -8.4% | -40.9% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 1y: compounded portfolio wealth divided by compounded NXT 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…
1y analysis · Full analysis span regression · 6 months rolling