+234.2%
MSTR vs NVDX
+376.7%
-142.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -9.0% | +2.5% | -3.6% |
| 7D | -11.5% | -17.5% | +6.0% | -6.2% |
| 30D | -24.8% | -49.2% | +24.4% | -7.3% |
| 3M | +20.6% | -49.3% | +70.0% | +48.7% |
| 6M | -38.0% | -52.0% | +14.0% | -23.8% |
| YTD | -24.7% | -39.1% | +14.4% | -15.2% |
| 1Y | -49.1% | -45.8% | -3.3% | -41.1% |
| 3Y | +124.7% | +281.3% | -156.6% | +67.8% |
| All | +234.2% | +376.7% | -142.5% | +135.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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