+107.1%
MSTR vs BSX
-1.2%
+108.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +7.7% | -7.0% | +14.8% | +13.0% |
| 30D | +36.3% | -10.9% | +47.2% | +46.8% |
| 3M | +13.4% | -8.2% | +21.6% | +18.3% |
| 6M | -4.5% | -37.5% | +33.0% | +33.9% |
| YTD | -12.7% | -52.8% | +40.2% | +53.4% |
| 1Y | -59.6% | -58.4% | -1.2% | -19.7% |
| 3Y | +272.5% | -16.5% | +289.0% | +214.6% |
| 5Y | +107.1% | -1.0% | +108.1% | +38.1% |
| All | +107.1% | -1.2% | +108.3% | +38.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling