-42.3%
MSTR vs NVS
+37.6%
-79.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.6% | +1.5% | +4.4% |
| 7D | -1.8% | +5.7% | -7.5% | -2.8% |
| 30D | -13.3% | +17.1% | -30.4% | -15.9% |
| 3M | +46.0% | +7.6% | +38.3% | +44.0% |
| 6M | -22.4% | +14.1% | -36.5% | -25.1% |
| YTD | -6.2% | +23.3% | -29.5% | -5.3% |
| 1Y | -42.3% | +36.0% | -78.3% | -40.5% |
| All | -42.3% | +37.6% | -79.9% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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