+107.1%
MSTR vs NVMI
+274.3%
-167.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.2% |
| 7D | +7.7% | +6.9% | +0.8% | +3.0% |
| 30D | +36.3% | -2.8% | +39.2% | +38.2% |
| 3M | +13.4% | -27.3% | +40.7% | +34.5% |
| 6M | -4.5% | -13.7% | +9.2% | -2.4% |
| YTD | -12.7% | +13.8% | -26.5% | -28.5% |
| 1Y | -59.6% | +34.9% | -94.5% | -71.0% |
| 3Y | +272.5% | +213.5% | +58.9% | +4.6% |
| 5Y | +107.1% | +272.5% | -165.3% | -42.9% |
| All | +107.1% | +274.3% | -167.2% | -42.9% |
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