-46.5%
MSTR vs BDX
+48.3%
-94.8%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.5% |
| 7D | -13.4% | +2.9% | -16.3% | -13.6% |
| 30D | -22.1% | +15.4% | -37.5% | -23.0% |
| 3M | +15.0% | +20.5% | -5.6% | +13.2% |
| 6M | -37.3% | +53.2% | -90.5% | -38.1% |
| YTD | -26.5% | +45.7% | -72.2% | -27.6% |
| 1Y | -46.5% | +47.3% | -93.7% | -47.0% |
| All | -46.5% | +48.3% | -94.8% | -47.0% |
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