-45.6%
MSTR vs NXT
-5.9%
-39.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.3% | -5.6% | -2.1% |
| 7D | -1.2% | +32.2% | -33.4% | -10.3% |
| 30D | -15.9% | +21.9% | -37.9% | -21.4% |
| 3M | +33.1% | +6.6% | +26.5% | +29.3% |
| 6M | -31.0% | -16.8% | -14.2% | -28.4% |
| YTD | -15.1% | +20.4% | -35.6% | -20.1% |
| 1Y | -45.6% | -1.5% | -44.1% | -46.3% |
| All | -45.6% | -5.9% | -39.8% | -46.3% |
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