-38.0%
MSTR vs NVT
-32.0%
-6.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.1% | -5.4% | -6.2% |
| 7D | -11.5% | +17.4% | -28.9% | -15.6% |
| 30D | -24.8% | -28.4% | +3.5% | -17.8% |
| 3M | +20.6% | -32.4% | +53.1% | +32.1% |
| 6M | -38.0% | -32.2% | -5.8% | -34.5% |
| All | -38.0% | -32.0% | -6.0% | -34.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling