-56.4%
MSTR vs NVO
-12.6%
-43.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -0.4% |
| 7D | +12.2% | +2.2% | +10.0% | +11.0% |
| 30D | +45.2% | +6.0% | +39.2% | +40.8% |
| 3M | +10.4% | +7.9% | +2.5% | +4.7% |
| 6M | -2.5% | +27.1% | -29.6% | -15.9% |
| YTD | -6.0% | -3.8% | -2.2% | -8.8% |
| 1Y | -56.4% | -12.8% | -43.6% | -50.4% |
| All | -56.4% | -12.6% | -43.8% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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