-49.1%
MSTR vs ENPH
-14.0%
-35.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -5.4% | -1.1% | -5.4% |
| 7D | -11.5% | -7.6% | -4.0% | -10.0% |
| 30D | -24.8% | -16.4% | -8.4% | -22.2% |
| 3M | +20.6% | -34.3% | +55.0% | +30.6% |
| 6M | -38.0% | -28.5% | -9.4% | -36.3% |
| YTD | -24.7% | -16.4% | -8.3% | -27.8% |
| 1Y | -49.1% | -12.8% | -36.3% | -52.3% |
| All | -49.1% | -14.0% | -35.1% | -52.3% |
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