+107.1%
MSTR vs NVT
+420.2%
-313.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.5% | -0.3% | -1.0% |
| 7D | +7.7% | +7.0% | +0.7% | +2.4% |
| 30D | +36.3% | -2.3% | +38.7% | +37.5% |
| 3M | +13.4% | -3.1% | +16.5% | +11.5% |
| 6M | -4.5% | +47.0% | -51.5% | -34.0% |
| YTD | -12.7% | +56.2% | -68.9% | -43.4% |
| 1Y | -59.6% | +74.5% | -134.1% | -76.3% |
| 3Y | +272.5% | +184.0% | +88.4% | +25.8% |
| 5Y | +107.1% | +410.8% | -303.6% | -64.2% |
| All | +107.1% | +420.2% | -313.0% | -64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling