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Strategy Tracker | Forum

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  3. Could we add the "Months to cover mNAV"?

Could we add the "Months to cover mNAV"?

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  • raduR Offline
    raduR Offline
    radu Premium
    wrote last edited by
    #2

    I made a Months to cover mNAV chart but it's probably wrong. Didn't test / check the numbers much.

    Nonetheless, just putting out there for feedback.

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    • fredericvcF Offline
      fredericvcF Offline
      fredericvc Premium
      wrote last edited by
      #3

      I have tested the numbers quite decently.
      I created you an editable copy.

      https://docs.google.com/spreadsheets/d/1aSVCvnQaS9SenovdCYlSOeiaGKf3eK7uMBoJvs8cPZ8/edit?gid=1189116072#gid=1189116072

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      • fredericvcF Offline
        fredericvcF Offline
        fredericvc Premium
        wrote last edited by
        #4

        Columns P (since inception) and S (since last bear market low) are the most insightful.

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        • marc-b.sandblast129M Offline
          marc-b.sandblast129M Offline
          marc-b.sandblast129 Premium
          wrote last edited by
          #5

          Thanks for calculating this new metric!

          1 bug i noticed is that on "the blockchain group " calc, the 6 and 12 months calcs of BTC Yield are the same (both 3,664%), when they shouldnt be.
          (probably as a result of their not being historical data for such a new company).
          alt text

          Marc.

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          • raduR Offline
            raduR Offline
            radu Premium
            wrote last edited by
            #6

            Thanks both for the feedback!

            I will revamp this chart soon and add it to the comparison tab as well.

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            • raduR Offline
              raduR Offline
              radu Premium
              wrote last edited by
              #7

              Added to Comparison page.

              Feel free to check the numbers!

              marc-b.sandblast129M 2 Replies Last reply
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              • marc-b.sandblast129M Offline
                marc-b.sandblast129M Offline
                marc-b.sandblast129 Premium
                wrote last edited by
                #8

                Hi Radu, the "Months to cover mNAV" chart is no longer showing on my available charts list.
                And the performance comparison chart you mentioned , says "coming soon".
                Did you choose to disable the chart of "Months to cover mNAV" ?

                It was available about 12 hours ago.
                Marc.

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                • marc-b.sandblast129M Offline
                  marc-b.sandblast129M Offline
                  marc-b.sandblast129 Premium
                  wrote last edited by
                  #9

                  Aha! I found it. sorry I am new here and I didn't realize there is a separate comparison page. 👍👍

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                  • raduR radu

                    Added to Comparison page.

                    Feel free to check the numbers!

                    marc-b.sandblast129M Offline
                    marc-b.sandblast129M Offline
                    marc-b.sandblast129 Premium
                    wrote last edited by
                    #10

                    @radu Thanks - those 6mth and 12mth yield numbers look correct now. 👍 👍
                    I checked Semler, 3350, MSTR, Kulr and "blockchain group - all correct now.

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                    • raduR radu

                      Added to Comparison page.

                      Feel free to check the numbers!

                      marc-b.sandblast129M Offline
                      marc-b.sandblast129M Offline
                      marc-b.sandblast129 Premium
                      wrote last edited by
                      #11

                      @radu Bug report: That chart's data feed has stopped at May 19. (My time now is May 21 430PM EST)

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                      • raduR Offline
                        raduR Offline
                        radu Premium
                        wrote last edited by
                        #12

                        I think it works now

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                        • marc-b.sandblast129M Offline
                          marc-b.sandblast129M Offline
                          marc-b.sandblast129 Premium
                          wrote last edited by
                          #13

                          yes its now displaying data up until today, thanks Radu!

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                          • schustan0S Offline
                            schustan0S Offline
                            schustan0 Premium
                            wrote last edited by
                            #14

                            Any chance there's a bug with the days to mNAV cover? Not seeing it for Metaplanet

                            Also one thought that came to mind: Would it be possible to include an update timestamp in the tooltip? Definitely would come in handy when volatility spikes and there's lots of buying taking place

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