-42.3%
MSTR vs ENPH
+8.1%
-50.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.7% | +1.4% | +4.4% |
| 7D | -1.8% | +26.3% | -28.1% | -6.3% |
| 30D | -13.3% | -5.7% | -7.6% | -12.6% |
| 3M | +46.0% | -24.5% | +70.4% | +53.2% |
| 6M | -22.4% | -3.0% | -19.4% | -25.7% |
| YTD | -6.2% | -1.6% | -4.6% | -11.7% |
| 1Y | -42.3% | +8.8% | -51.0% | -48.1% |
| All | -42.3% | +8.1% | -50.4% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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