+920.0%
MSTR vs ENPH
+384.9%
+535.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.4% |
| 7D | +12.2% | -2.4% | +14.5% | +12.7% |
| 30D | +45.2% | -6.6% | +51.8% | +46.9% |
| 3M | +10.4% | -46.8% | +57.2% | +21.6% |
| 6M | -2.5% | -14.7% | +12.3% | -1.9% |
| YTD | -6.0% | +13.5% | -19.5% | -10.9% |
| 1Y | -56.4% | -0.4% | -56.0% | -57.9% |
| 3Y | +306.3% | -71.7% | +378.0% | +351.8% |
| 5Y | +100.5% | -79.1% | +179.6% | +133.9% |
| 10Y | +741.1% | +1,898.4% | -1,157.3% | +549.5% |
| All | +920.0% | +384.9% | +535.1% | +784.1% |
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