-59.6%
MSTR vs QID
-35.9%
-23.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -2.3% |
| 7D | +7.7% | -1.9% | +9.6% | +6.1% |
| 30D | +36.3% | +1.7% | +34.6% | +39.8% |
| 3M | +13.4% | -3.9% | +17.3% | +12.9% |
| 6M | -4.5% | -30.0% | +25.5% | -30.2% |
| YTD | -12.7% | -28.2% | +15.6% | -33.7% |
| 1Y | -59.6% | -35.6% | -24.0% | -74.2% |
| All | -59.6% | -35.9% | -23.7% | -74.2% |
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