-38.0%
MSTR vs NVS
+9.5%
-47.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | 0.0% | -6.4% | -6.5% |
| 7D | -11.5% | -1.0% | -10.5% | -11.4% |
| 30D | -24.8% | +12.5% | -37.3% | -25.9% |
| 3M | +20.6% | +5.2% | +15.4% | +20.5% |
| 6M | -38.0% | +8.2% | -46.1% | -39.0% |
| All | -38.0% | +9.5% | -47.5% | -39.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling