-46.5%
MSTR vs BSX
-57.1%
+10.6%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.8% | -2.5% |
| 7D | -13.4% | +3.7% | -17.1% | -13.7% |
| 30D | -22.1% | +3.1% | -25.2% | -22.3% |
| 3M | +15.0% | -14.2% | +29.2% | +15.5% |
| 6M | -37.3% | -16.4% | -20.9% | -36.8% |
| YTD | -26.5% | -53.5% | +27.0% | -27.1% |
| 1Y | -46.5% | -57.8% | +11.3% | -49.4% |
| All | -46.5% | -57.1% | +10.6% | -49.4% |
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