+180.5%
MSTR vs VRTX
+44.2%
+136.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | -1.2% | -2.1% | +0.9% | -0.6% |
| 30D | -15.9% | +8.2% | -24.1% | -18.2% |
| 3M | +33.1% | +13.0% | +20.1% | +27.8% |
| 6M | -31.0% | +27.9% | -58.9% | -36.2% |
| YTD | -15.1% | +20.7% | -35.8% | -20.0% |
| 1Y | -45.6% | +31.4% | -77.1% | -49.7% |
| 3Y | +180.5% | +41.8% | +138.7% | +152.8% |
| All | +180.5% | +44.2% | +136.3% | +152.8% |
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 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