+120.4%
MSTR vs VRTX
+178.3%
-58.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -0.3% |
| 7D | +12.2% | +0.8% | +11.3% | +11.7% |
| 30D | +45.2% | +12.6% | +32.5% | +36.4% |
| 3M | +10.4% | +23.6% | -13.2% | -1.5% |
| 6M | -2.5% | +14.3% | -16.8% | -9.5% |
| YTD | -6.0% | +20.5% | -26.5% | -15.0% |
| 1Y | -56.4% | +37.6% | -94.0% | -63.2% |
| 3Y | +306.3% | +55.5% | +250.7% | +180.8% |
| All | +120.4% | +178.3% | -58.0% | +5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling