-45.5%
MSTR vs QID
-21.4%
-24.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.6% | +5.7% | -3.1% |
| 7D | -14.2% | -1.1% | -13.0% | -13.8% |
| 30D | -19.9% | +14.4% | -34.3% | -5.6% |
| 3M | +27.3% | +6.7% | +20.7% | +43.0% |
| 6M | -37.6% | +2.6% | -40.1% | -30.1% |
| YTD | -19.5% | -24.2% | +4.7% | -33.4% |
| All | -45.5% | -21.4% | -24.1% | -53.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling