-42.3%
MSTR vs BLK
+17.9%
-60.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.4% | -0.3% | -0.1% |
| 7D | -1.8% | +5.7% | -7.5% | -6.8% |
| 30D | -13.3% | +14.8% | -28.1% | -23.9% |
| 3M | +46.0% | +8.8% | +37.2% | +34.6% |
| 6M | -22.4% | +17.6% | -40.1% | -33.4% |
| YTD | -6.2% | +16.3% | -22.5% | -19.2% |
| 1Y | -42.3% | +18.0% | -60.3% | -51.2% |
| All | -42.3% | +17.9% | -60.2% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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