-46.5%
MSTR vs NVS
+25.4%
-71.9%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.5% |
| 7D | -13.4% | -1.3% | -12.2% | -13.2% |
| 30D | -22.1% | +9.3% | -31.3% | -23.5% |
| 3M | +15.0% | +5.8% | +9.2% | +13.5% |
| 6M | -37.3% | +7.2% | -44.5% | -38.6% |
| YTD | -26.5% | +20.0% | -46.5% | -26.4% |
| 1Y | -46.5% | +25.4% | -71.9% | -45.8% |
| All | -46.5% | +25.4% | -71.9% | -45.8% |
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