+120.4%
MSTR vs ENB
+69.5%
+50.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.6% |
| 7D | +12.2% | -0.2% | +12.4% | +12.5% |
| 30D | +45.2% | -2.2% | +47.4% | +47.2% |
| 3M | +10.4% | -10.5% | +20.9% | +20.2% |
| 6M | -2.5% | -5.1% | +2.6% | -1.0% |
| YTD | -6.0% | +9.0% | -15.0% | -18.3% |
| 1Y | -56.4% | +8.2% | -64.6% | -62.2% |
| 3Y | +306.3% | +67.8% | +238.5% | +94.1% |
| All | +120.4% | +69.5% | +50.9% | +20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling