-59.8%
MSTR vs BDX
+22.7%
-82.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.8% |
| 7D | -8.3% | -3.2% | -5.1% | -8.0% |
| 30D | +38.1% | -2.5% | +40.7% | +38.2% |
| 3M | +9.0% | +21.4% | -12.4% | +8.2% |
| 6M | -5.3% | +10.4% | -15.7% | -3.4% |
| YTD | -13.8% | +18.8% | -32.6% | -15.5% |
| 1Y | -59.8% | +21.7% | -81.5% | -59.3% |
| All | -59.8% | +22.7% | -82.6% | -59.3% |
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