-56.4%
MSTR vs NVMI
+53.9%
-110.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.5% | -6.9% | -3.8% |
| 7D | +12.2% | +6.6% | +5.6% | +9.0% |
| 30D | +45.2% | -7.5% | +52.7% | +49.8% |
| 3M | +10.4% | -28.5% | +38.9% | +25.0% |
| 6M | -2.5% | -15.7% | +13.3% | -0.4% |
| YTD | -6.0% | +13.3% | -19.3% | -21.8% |
| 1Y | -56.4% | +48.3% | -104.7% | -66.8% |
| All | -56.4% | +53.9% | -110.3% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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