-59.8%
MSTR vs QQQM
+23.2%
-83.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +0.2% |
| 7D | -8.3% | -0.6% | -7.7% | -7.2% |
| 30D | +38.1% | -1.2% | +39.3% | +42.2% |
| 3M | +9.0% | -0.1% | +9.1% | +8.9% |
| 6M | -5.3% | +18.0% | -23.3% | -34.5% |
| YTD | -13.8% | +16.7% | -30.5% | -39.0% |
| 1Y | -59.8% | +23.0% | -82.9% | -76.4% |
| All | -59.8% | +23.2% | -83.1% | -76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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