+1,058.3%
MSTR vs NOK
+109.7%
+948.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | +0.2% |
| 7D | -14.2% | +2.2% | -16.3% | -15.0% |
| 30D | -19.9% | -14.7% | -5.1% | -15.2% |
| 3M | +27.3% | -10.6% | +37.9% | +30.3% |
| 6M | -37.6% | -39.4% | +1.8% | -27.9% |
| YTD | -19.5% | +30.4% | -49.9% | -32.1% |
| 1Y | -47.1% | +22.3% | -69.4% | -54.1% |
| 3Y | +140.3% | +157.6% | -17.3% | +51.4% |
| 5Y | +49.5% | +64.6% | -15.0% | +15.9% |
| 10Y | +521.9% | +132.5% | +389.4% | +245.7% |
| All | +1,058.3% | +109.7% | +948.7% | +185.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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