+1,919.4%
ENPH vs MDY
+177.2%
+1,742.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -2.5% |
| 7D | -0.1% | -1.9% | +1.8% | +2.6% |
| 30D | -10.8% | -4.6% | -6.2% | -4.5% |
| 3M | -33.8% | -1.2% | -32.6% | -32.0% |
| 6M | -16.1% | +9.2% | -25.3% | -24.2% |
| YTD | +13.4% | +13.1% | +0.4% | -1.5% |
| 1Y | -2.6% | +13.0% | -15.6% | -15.0% |
| 3Y | -70.3% | +49.2% | -119.5% | -82.2% |
| 5Y | -77.0% | +47.2% | -124.3% | -85.5% |
| All | +1,919.4% | +177.2% | +1,742.3% | +540.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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