-2.6%
ENPH vs MKC
-23.2%
+20.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.3% |
| 7D | -0.1% | -1.5% | +1.4% | -0.3% |
| 30D | -10.8% | -3.1% | -7.7% | -11.1% |
| 3M | -33.8% | +5.2% | -39.0% | -33.2% |
| 6M | -16.1% | -12.8% | -3.3% | -12.0% |
| YTD | +13.4% | -23.3% | +36.7% | +16.6% |
| 1Y | -2.6% | -24.1% | +21.5% | +0.8% |
| All | -2.6% | -23.2% | +20.6% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 1y: compounded portfolio wealth divided by compounded MKC 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…
1y analysis · Full analysis span regression · 6 months rolling