+120.4%
MSTR vs ENPH
-78.8%
+199.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | +12.2% | -2.4% | +14.5% | +13.2% |
| 30D | +45.2% | -6.6% | +51.8% | +48.6% |
| 3M | +10.4% | -46.8% | +57.2% | +34.4% |
| 6M | -2.5% | -14.7% | +12.3% | -2.9% |
| YTD | -6.0% | +13.5% | -19.5% | -18.8% |
| 1Y | -56.4% | -0.4% | -56.0% | -60.9% |
| 3Y | +306.3% | -71.7% | +378.0% | +412.3% |
| All | +120.4% | -78.8% | +199.2% | +175.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling