-10.0%
NVDA vs MSTR
-49.7%
+39.7%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.6% | -1.7% | -3.8% |
| 7D | -11.6% | -4.0% | -7.6% | -10.8% |
| 30D | -22.1% | -18.6% | -3.4% | -19.4% |
| 3M | -20.1% | +25.6% | -45.7% | -23.5% |
| 6M | -16.8% | -33.1% | +16.3% | -11.8% |
| YTD | -4.0% | -17.3% | +13.4% | -5.9% |
| All | -10.0% | -49.7% | +39.7% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 MSTR 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