+677.4%
MSTR vs QID
-99.1%
+776.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -2.4% |
| 7D | +7.7% | -1.9% | +9.6% | +6.5% |
| 30D | +36.3% | +1.7% | +34.6% | +39.1% |
| 3M | +13.4% | -3.9% | +17.3% | +13.9% |
| 6M | -4.5% | -30.0% | +25.5% | -21.0% |
| YTD | -12.7% | -28.2% | +15.6% | -24.8% |
| 1Y | -59.6% | -35.6% | -24.0% | -66.9% |
| 3Y | +272.5% | -74.3% | +346.7% | +111.1% |
| 5Y | +107.1% | -80.8% | +188.0% | +39.9% |
| 10Y | +677.4% | -99.2% | +776.5% | +149.6% |
| All | +677.4% | -99.1% | +776.5% | +149.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded QID 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling