+314.3%
MSTR vs NVD
-99.2%
+413.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.9% | -8.3% | -3.1% |
| 7D | +9.3% | -7.7% | +17.0% | +6.9% |
| 30D | +36.5% | -5.8% | +42.3% | +36.4% |
| 3M | +7.3% | -23.2% | +30.5% | +2.5% |
| 6M | +2.2% | -49.7% | +52.0% | -11.9% |
| YTD | -10.2% | -47.7% | +37.5% | -19.4% |
| 1Y | -58.6% | -61.3% | +2.7% | -65.2% |
| 3Y | +283.2% | -99.2% | +382.4% | +72.4% |
| All | +314.3% | -99.2% | +413.5% | +86.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling