+34.3%
NVDA vs MSTR
-58.4%
+92.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.4% | -1.3% |
| 7D | +3.8% | +9.3% | -5.5% | +2.0% |
| 30D | +0.8% | +36.5% | -35.7% | -4.6% |
| 3M | +8.2% | +7.3% | +0.9% | +6.4% |
| 6M | +27.1% | +2.2% | +24.9% | +24.6% |
| YTD | +21.2% | -10.2% | +31.3% | +18.6% |
| 1Y | +34.3% | -58.6% | +92.9% | +48.7% |
| All | +34.3% | -58.4% | +92.7% | +48.7% |
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