+142.3%
MSTR vs VRTX
+46.6%
+95.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.2% | +1.1% |
| 7D | -14.2% | -0.4% | -13.8% | -14.0% |
| 30D | -19.9% | +7.9% | -27.8% | -22.0% |
| 3M | +27.3% | +3.3% | +24.0% | +25.8% |
| 6M | -37.6% | +25.7% | -63.3% | -42.1% |
| YTD | -19.5% | +20.7% | -40.1% | -24.1% |
| 1Y | -47.1% | +27.4% | -74.6% | -50.8% |
| All | +142.3% | +46.6% | +95.7% | +111.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling