+395.6%
MSTR vs ENTG
+1,234.5%
-838.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.2% | -7.5% | -3.5% |
| 7D | +12.2% | +2.8% | +9.3% | +11.0% |
| 30D | +45.2% | -4.7% | +49.8% | +46.9% |
| 3M | +10.4% | -0.7% | +11.1% | +6.7% |
| 6M | -2.5% | +7.7% | -10.2% | -9.3% |
| YTD | -6.0% | +65.1% | -71.1% | -25.2% |
| 1Y | -56.4% | +74.8% | -131.2% | -66.0% |
| 3Y | +306.3% | +36.9% | +269.4% | +240.9% |
| 5Y | +100.5% | +16.1% | +84.4% | +81.0% |
| 10Y | +741.1% | +740.3% | +0.7% | +317.0% |
| All | +395.6% | +1,234.5% | -838.9% | +21.1% |
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