-56.4%
MSTR vs QQQI
+19.4%
-75.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.8% |
| 7D | +12.2% | +0.4% | +11.8% | +11.6% |
| 30D | +45.2% | +1.0% | +44.2% | +43.0% |
| 3M | +10.4% | -1.2% | +11.6% | +14.6% |
| 6M | -2.5% | +11.6% | -14.1% | -25.3% |
| YTD | -6.0% | +11.7% | -17.7% | -28.2% |
| 1Y | -56.4% | +18.7% | -75.1% | -75.2% |
| All | -56.4% | +19.4% | -75.8% | -75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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