+919.8%
NVDA vs MSTR
+104.3%
+815.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.2% |
| 7D | +5.9% | +12.2% | -6.3% | +2.5% |
| 30D | +5.1% | +45.2% | -40.1% | -5.0% |
| 3M | +5.4% | +10.4% | -5.0% | +0.7% |
| 6M | +26.0% | -2.5% | +28.5% | +22.6% |
| YTD | +23.7% | -6.0% | +29.7% | +19.0% |
| 1Y | +34.4% | -56.4% | +90.8% | +55.2% |
| 3Y | +375.8% | +306.3% | +69.5% | +118.8% |
| All | +919.8% | +104.3% | +815.5% | +394.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling