-36.0%
SQQQ vs MSTR
-44.1%
+8.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.1% | -7.9% | -1.0% |
| 7D | +14.6% | -1.8% | +16.4% | +14.4% |
| 30D | +28.9% | -13.3% | +42.2% | +24.7% |
| 3M | +13.1% | +46.0% | -32.8% | +33.4% |
| 6M | -15.2% | -22.4% | +7.2% | -16.4% |
| YTD | -37.0% | -6.2% | -30.8% | -29.2% |
| 1Y | -36.0% | -42.3% | +6.3% | -38.2% |
| All | -36.0% | -44.1% | +8.2% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 MSTR 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