-42.3%
MSTR vs VRTX
+31.2%
-73.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.4% | +1.7% | +3.3% |
| 7D | -1.8% | +3.7% | -5.5% | -4.2% |
| 30D | -13.3% | +9.0% | -22.4% | -17.9% |
| 3M | +46.0% | +14.7% | +31.3% | +33.9% |
| 6M | -22.4% | +27.7% | -50.2% | -33.6% |
| YTD | -6.2% | +21.1% | -27.3% | -17.4% |
| 1Y | -42.3% | +30.2% | -72.5% | -51.8% |
| All | -42.3% | +31.2% | -73.5% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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