+162.8%
MSTR vs QQQI
+58.1%
+104.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.1% | -4.3% | -4.2% |
| 7D | +9.3% | +1.3% | +8.0% | +6.4% |
| 30D | +36.5% | +0.2% | +36.3% | +36.7% |
| 3M | +7.3% | +1.5% | +5.8% | +3.9% |
| 6M | +2.2% | +13.2% | -11.0% | -23.3% |
| YTD | -10.2% | +11.6% | -21.7% | -29.1% |
| 1Y | -58.6% | +18.0% | -76.6% | -71.1% |
| All | +162.8% | +58.1% | +104.7% | +7.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling