+107.1%
MSTR vs QSR
+43.4%
+63.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -1.5% |
| 7D | +7.7% | -2.4% | +10.1% | +10.1% |
| 30D | +36.3% | +5.7% | +30.6% | +30.7% |
| 3M | +13.4% | +6.9% | +6.5% | +6.8% |
| 6M | -4.5% | +6.9% | -11.4% | -10.8% |
| YTD | -12.7% | +14.9% | -27.6% | -24.9% |
| 1Y | -59.6% | +29.1% | -88.7% | -69.7% |
| 3Y | +272.5% | +26.1% | +246.3% | +151.5% |
| 5Y | +107.1% | +42.3% | +64.8% | -6.5% |
| All | +107.1% | +43.4% | +63.7% | -6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling