-58.4%
MSTR vs NVTS
+110.9%
-169.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.7% | -6.1% | -4.8% |
| 7D | +9.3% | +9.7% | -0.4% | +7.0% |
| 30D | +36.5% | -13.6% | +50.1% | +40.4% |
| 3M | +7.3% | -51.0% | +58.3% | +23.1% |
| 6M | +2.2% | +46.3% | -44.1% | -16.4% |
| YTD | -10.2% | +68.1% | -78.2% | -29.4% |
| All | -58.4% | +110.9% | -169.3% | -72.1% |
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