+40.4%
MSTR vs NVMI
+140.3%
-99.9%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.0% | +0.5% | -0.5% |
| 7D | -13.4% | +1.5% | -14.9% | -14.5% |
| 30D | -22.1% | -4.1% | -18.0% | -20.5% |
| 3M | +15.0% | -22.8% | +37.7% | +33.6% |
| 6M | -37.3% | -36.9% | -0.4% | -21.0% |
| YTD | -26.5% | -3.2% | -23.3% | -34.5% |
| 1Y | -46.5% | +7.1% | -53.6% | -56.0% |
| 3Y | +121.1% | +181.5% | -60.4% | -39.2% |
| All | +40.4% | +140.3% | -99.9% | -56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling