+1,252.0%
MSTR vs ENB
+3,204.0%
-1,952.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.1% |
| 7D | +12.2% | -0.2% | +12.4% | +12.3% |
| 30D | +45.2% | -2.2% | +47.4% | +46.1% |
| 3M | +10.4% | -10.5% | +20.9% | +14.5% |
| 6M | -2.5% | -5.1% | +2.6% | -1.5% |
| YTD | -6.0% | +9.0% | -15.0% | -10.3% |
| 1Y | -56.4% | +8.2% | -64.6% | -58.4% |
| 3Y | +306.3% | +67.8% | +238.5% | +225.9% |
| 5Y | +100.5% | +69.4% | +31.1% | +65.5% |
| 10Y | +741.1% | +117.5% | +623.6% | +519.4% |
| All | +1,252.0% | +3,204.0% | -1,952.0% | +563.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling