+797.1%
MSTR vs ENPH
+287.7%
+509.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.1% | -4.7% | -2.9% |
| 7D | -4.0% | +4.1% | -8.1% | -4.5% |
| 30D | -18.6% | -11.4% | -7.3% | -17.3% |
| 3M | +25.6% | -30.5% | +56.1% | +32.7% |
| 6M | -33.1% | -20.2% | -12.8% | -32.2% |
| YTD | -17.3% | -9.3% | -8.1% | -19.2% |
| 1Y | -48.1% | -3.8% | -44.3% | -49.7% |
| 3Y | +154.2% | -61.5% | +215.7% | +170.7% |
| 5Y | +46.2% | -87.9% | +134.1% | +82.4% |
| 10Y | +554.5% | +2,519.8% | -1,965.3% | +405.4% |
| All | +797.1% | +287.7% | +509.3% | +702.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling