+107.1%
MSTR vs BLK
+31.1%
+76.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.1% | -0.7% | 0.0% |
| 7D | +7.7% | -2.7% | +10.4% | +12.0% |
| 30D | +36.3% | -4.8% | +41.1% | +45.3% |
| 3M | +13.4% | +6.5% | +6.9% | +3.3% |
| 6M | -4.5% | +13.2% | -17.6% | -20.1% |
| YTD | -12.7% | +1.8% | -14.5% | -16.6% |
| 1Y | -59.6% | -1.0% | -58.6% | -60.4% |
| 3Y | +272.5% | +66.0% | +206.5% | +71.2% |
| 5Y | +107.1% | +31.2% | +75.9% | +43.4% |
| All | +107.1% | +31.1% | +76.1% | +43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling