-59.6%
MSTR vs NVD
-60.3%
+0.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.9% | -4.7% | -2.1% |
| 7D | +7.7% | +0.5% | +7.2% | +8.3% |
| 30D | +36.3% | -9.3% | +45.6% | +34.2% |
| 3M | +13.4% | -22.1% | +35.5% | +8.4% |
| 6M | -4.5% | -45.8% | +41.3% | -18.1% |
| YTD | -12.7% | -46.7% | +34.0% | -25.1% |
| 1Y | -59.6% | -59.5% | -0.1% | -66.1% |
| All | -59.6% | -60.3% | +0.7% | -66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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