+1,120.6%
MSTR vs VRTX
+3,689.4%
-2,568.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | -1.2% | -2.1% | +0.9% | -0.7% |
| 30D | -15.9% | +8.2% | -24.1% | -17.8% |
| 3M | +33.1% | +13.0% | +20.1% | +28.6% |
| 6M | -31.0% | +27.9% | -58.9% | -35.5% |
| YTD | -15.1% | +20.7% | -35.8% | -19.4% |
| 1Y | -45.6% | +31.4% | -77.1% | -49.6% |
| 3Y | +180.5% | +41.8% | +138.7% | +149.9% |
| 5Y | +61.7% | +183.7% | -122.0% | +22.0% |
| 10Y | +578.0% | +592.9% | -14.9% | +281.8% |
| All | +1,120.6% | +3,689.4% | -2,568.7% | +145.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling