+583.4%
MSTR vs QSR
+202.6%
+380.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.5% | -5.0% | -5.8% |
| 7D | -11.5% | -3.9% | -7.6% | -9.8% |
| 30D | -24.8% | +5.9% | -30.7% | -27.0% |
| 3M | +20.6% | +1.7% | +19.0% | +19.8% |
| 6M | -38.0% | -1.9% | -36.1% | -37.6% |
| YTD | -24.7% | +13.6% | -38.3% | -30.3% |
| 1Y | -49.1% | +13.1% | -62.2% | -52.9% |
| 3Y | +124.7% | +21.8% | +102.9% | +95.7% |
| 5Y | +40.9% | +57.2% | -16.3% | +12.0% |
| 10Y | +481.5% | +138.5% | +343.0% | +278.4% |
| All | +583.4% | +202.6% | +380.9% | +313.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling