+347.5%
MSTR vs ENTG
+1,131.8%
-784.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -1.2% |
| 7D | -1.2% | -17.1% | +15.9% | +5.3% |
| 30D | -15.9% | -23.0% | +7.1% | -8.4% |
| 3M | +33.1% | -10.2% | +43.3% | +36.4% |
| 6M | -31.0% | -17.8% | -13.2% | -29.5% |
| YTD | -15.1% | +52.4% | -67.5% | -31.2% |
| 1Y | -45.6% | +49.8% | -95.4% | -55.7% |
| 3Y | +180.5% | +42.1% | +138.4% | +131.7% |
| 5Y | +61.7% | -10.2% | +71.9% | +56.9% |
| 10Y | +578.0% | +756.0% | -178.0% | +234.1% |
| All | +347.5% | +1,131.8% | -784.3% | +11.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling