-56.4%
MSTR vs NVTS
+109.2%
-165.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.3% | -7.7% | -2.8% |
| 7D | +12.2% | +2.7% | +9.5% | +11.4% |
| 30D | +45.2% | -4.5% | +49.6% | +45.9% |
| 3M | +10.4% | -61.5% | +71.9% | +33.0% |
| 6M | -2.5% | +28.0% | -30.5% | -17.5% |
| YTD | -6.0% | +65.3% | -71.3% | -25.9% |
| 1Y | -56.4% | +113.0% | -169.4% | -70.2% |
| All | -56.4% | +109.2% | -165.6% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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