+107.1%
MSTR vs QQQM
+94.4%
+12.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.2% |
| 7D | +7.7% | +1.0% | +6.7% | +5.8% |
| 30D | +36.3% | -0.6% | +37.0% | +39.1% |
| 3M | +13.4% | +1.3% | +12.1% | +10.0% |
| 6M | -4.5% | +18.2% | -22.7% | -33.1% |
| YTD | -12.7% | +16.9% | -29.6% | -36.4% |
| 1Y | -59.6% | +24.0% | -83.7% | -73.9% |
| 3Y | +272.5% | +96.0% | +176.4% | -6.1% |
| 5Y | +107.1% | +95.2% | +11.9% | -36.9% |
| All | +107.1% | +94.4% | +12.7% | -36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling