+40.4%
MSTR vs ENB
+56.4%
-16.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -1.7% |
| 7D | -13.4% | +1.7% | -15.1% | -14.7% |
| 30D | -22.1% | +0.7% | -22.8% | -22.9% |
| 3M | +15.0% | -5.8% | +20.7% | +19.8% |
| 6M | -37.3% | -11.3% | -26.0% | -32.2% |
| YTD | -26.5% | +3.7% | -30.2% | -33.9% |
| 1Y | -46.5% | +2.8% | -49.2% | -51.6% |
| 3Y | +121.1% | +67.7% | +53.4% | +1.0% |
| All | +40.4% | +56.4% | -16.0% | -16.3% |
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