-42.3%
MSTR vs ENB
+9.4%
-51.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +4.9% |
| 7D | -1.8% | +0.5% | -2.3% | -1.5% |
| 30D | -13.3% | +6.0% | -19.3% | -10.5% |
| 3M | +46.0% | -7.4% | +53.4% | +41.2% |
| 6M | -22.4% | -8.5% | -14.0% | -25.7% |
| YTD | -6.2% | +6.1% | -12.3% | -4.7% |
| 1Y | -42.3% | +9.4% | -51.7% | -40.7% |
| All | -42.3% | +9.4% | -51.7% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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