-56.4%
MSTR vs NVS
+27.7%
-84.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.0% |
| 7D | +12.2% | +4.0% | +8.1% | +11.2% |
| 30D | +45.2% | +3.6% | +41.6% | +43.9% |
| 3M | +10.4% | +7.8% | +2.6% | +7.7% |
| 6M | -2.5% | -0.2% | -2.3% | -3.2% |
| YTD | -6.0% | +19.6% | -25.6% | -8.3% |
| 1Y | -56.4% | +28.4% | -84.8% | -57.4% |
| All | -56.4% | +27.7% | -84.1% | -57.4% |
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