-42.3%
MSTR vs BSX
-53.7%
+11.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.3% | -0.2% | +4.8% |
| 7D | -1.8% | +8.0% | -9.8% | -2.2% |
| 30D | -13.3% | +8.1% | -21.4% | -13.8% |
| 3M | +46.0% | -6.7% | +52.6% | +45.6% |
| 6M | -22.4% | -19.4% | -3.0% | -22.1% |
| YTD | -6.2% | -51.9% | +45.8% | -9.6% |
| 1Y | -42.3% | -53.6% | +11.4% | -45.1% |
| All | -42.3% | -53.7% | +11.4% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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