-42.3%
MSTR vs BDX
+54.0%
-96.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.6% | -0.5% | +4.8% |
| 7D | -1.8% | +7.2% | -9.0% | -2.1% |
| 30D | -13.3% | +15.8% | -29.1% | -13.6% |
| 3M | +46.0% | +23.7% | +22.3% | +46.1% |
| 6M | -22.4% | +44.8% | -67.3% | -21.7% |
| YTD | -6.2% | +39.8% | -46.0% | -4.5% |
| 1Y | -42.3% | +52.3% | -94.6% | -38.4% |
| All | -42.3% | +54.0% | -96.3% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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