+690.7%
MSTR vs ENTG
+761.6%
-70.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.7% | -6.1% | -5.3% |
| 7D | +9.3% | +8.9% | +0.4% | +4.1% |
| 30D | +36.5% | -7.2% | +43.7% | +40.8% |
| 3M | +7.3% | +6.4% | +0.9% | -3.5% |
| 6M | +2.2% | +25.7% | -23.4% | -18.2% |
| YTD | -10.2% | +67.9% | -78.0% | -40.1% |
| 1Y | -58.6% | +72.4% | -131.0% | -73.0% |
| 3Y | +283.2% | +48.4% | +234.7% | +160.9% |
| 5Y | +113.8% | +20.1% | +93.7% | +64.4% |
| 10Y | +690.7% | +768.2% | -77.4% | +243.9% |
| All | +690.7% | +761.6% | -70.8% | +243.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 10y: compounded portfolio wealth divided by compounded ENTG 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…
10y analysis · Full analysis span regression · 6 months rolling