+304.5%
MSTR vs NVT
+189.8%
+114.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.6% | -4.0% | -3.0% |
| 7D | +12.2% | +5.1% | +7.1% | +9.1% |
| 30D | +45.2% | -3.7% | +48.9% | +47.8% |
| 3M | +10.4% | -10.1% | +20.5% | +15.1% |
| 6M | -2.5% | +37.5% | -39.9% | -24.7% |
| YTD | -6.0% | +53.7% | -59.8% | -33.6% |
| 1Y | -56.4% | +70.9% | -127.3% | -71.5% |
| All | +304.5% | +189.8% | +114.7% | +81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 3y: compounded portfolio wealth divided by compounded NVT 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…
3y analysis · Full analysis span regression · 6 months rolling