-60.6%
MSTR vs BLK
-2.0%
-58.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.4% |
| 7D | -11.2% | -5.2% | -6.1% | -7.2% |
| 30D | +33.8% | -7.0% | +40.8% | +42.0% |
| 3M | +11.5% | +5.7% | +5.8% | +6.3% |
| 6M | -7.2% | +11.0% | -18.2% | -14.6% |
| YTD | -15.4% | +0.9% | -16.3% | -16.4% |
| 1Y | -60.6% | -1.6% | -59.0% | -60.7% |
| All | -60.6% | -2.0% | -58.6% | -60.7% |
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