+690.7%
MSTR vs ENPH
+2,033.5%
-1,342.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +6.8% | -11.2% | -5.8% |
| 7D | +9.3% | +9.3% | +0.1% | +7.3% |
| 30D | +36.5% | -7.3% | +43.8% | +38.5% |
| 3M | +7.3% | -31.7% | +39.1% | +15.2% |
| 6M | +2.2% | -3.5% | +5.7% | +0.1% |
| YTD | -10.2% | +21.2% | -31.3% | -17.4% |
| 1Y | -58.6% | +0.1% | -58.7% | -60.6% |
| 3Y | +283.2% | -67.7% | +350.9% | +324.4% |
| 5Y | +113.8% | -76.2% | +190.0% | +152.6% |
| 10Y | +690.7% | +2,057.2% | -1,366.5% | +652.9% |
| All | +690.7% | +2,033.5% | -1,342.8% | +652.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling