-59.6%
MSTR vs ENPH
-5.7%
-54.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.4% | +2.6% | -1.6% |
| 7D | +7.7% | +3.4% | +4.3% | +6.9% |
| 30D | +36.3% | -10.3% | +46.6% | +39.4% |
| 3M | +13.4% | -31.4% | +44.8% | +21.4% |
| 6M | -4.5% | -10.1% | +5.6% | -6.9% |
| YTD | -12.7% | +14.6% | -27.2% | -20.3% |
| 1Y | -59.6% | -3.2% | -56.4% | -61.2% |
| All | -59.6% | -5.7% | -54.0% | -61.2% |
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