-42.3%
MSTR vs QSR
+23.8%
-66.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.5% | -0.4% | +4.7% |
| 7D | -1.8% | +5.2% | -7.0% | -2.2% |
| 30D | -13.3% | +12.2% | -25.5% | -13.9% |
| 3M | +46.0% | +7.0% | +38.9% | +47.1% |
| 6M | -22.4% | -0.3% | -22.1% | -23.2% |
| YTD | -6.2% | +18.0% | -24.2% | +3.2% |
| 1Y | -42.3% | +22.6% | -64.9% | -34.1% |
| All | -42.3% | +23.8% | -66.1% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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