+267.4%
MSTR vs NVD
-98.6%
+366.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +10.9% | -14.5% | 0.0% |
| 7D | -10.7% | +43.9% | -54.6% | +1.9% |
| 30D | -21.6% | +74.0% | -95.6% | -3.8% |
| 3M | +24.4% | +48.3% | -23.9% | +48.4% |
| 6M | -35.5% | +30.3% | -65.8% | -23.5% |
| YTD | -20.3% | -12.9% | -7.5% | -13.0% |
| 1Y | -49.3% | -4.0% | -45.3% | -42.4% |
| 3Y | +137.8% | -98.5% | +236.2% | +35.7% |
| All | +267.4% | -98.6% | +366.1% | +101.5% |
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