+473.4%
MSTR vs NXT
+178.8%
+294.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -1.8% |
| 7D | +12.2% | -1.1% | +13.3% | +12.5% |
| 30D | +45.2% | -15.3% | +60.5% | +52.3% |
| 3M | +10.4% | -43.8% | +54.2% | +29.6% |
| 6M | -2.5% | -18.7% | +16.2% | +1.7% |
| YTD | -6.0% | -3.0% | -3.0% | -7.7% |
| 1Y | -56.4% | +22.7% | -79.1% | -60.2% |
| 3Y | +306.3% | +95.9% | +210.4% | +210.3% |
| All | +473.4% | +178.8% | +294.6% | +303.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling