+120.4%
MSTR vs ENTG
+15.6%
+104.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.2% | -7.5% | -5.1% |
| 7D | +12.2% | +2.8% | +9.3% | +10.1% |
| 30D | +45.2% | -4.7% | +49.8% | +47.7% |
| 3M | +10.4% | -0.7% | +11.1% | +1.4% |
| 6M | -2.5% | +7.7% | -10.2% | -17.8% |
| YTD | -6.0% | +65.1% | -71.1% | -42.4% |
| 1Y | -56.4% | +74.8% | -131.2% | -74.7% |
| 3Y | +306.3% | +36.9% | +269.4% | +160.3% |
| All | +120.4% | +15.6% | +104.7% | +79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling