-76.7%
ENPH vs MKC
-33.9%
-42.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.5% |
| 7D | +1.5% | -2.8% | +4.3% | +2.0% |
| 30D | -12.9% | -3.4% | -9.5% | -12.4% |
| 3M | -27.1% | +3.8% | -30.9% | -27.9% |
| 6M | -15.4% | -17.9% | +2.5% | -11.4% |
| YTD | +15.0% | -23.6% | +38.6% | +21.9% |
| 1Y | -0.7% | -23.1% | +22.4% | +4.9% |
| 3Y | -69.3% | -31.5% | -37.8% | -67.2% |
| 5Y | -76.7% | -33.1% | -43.6% | -71.0% |
| All | -76.7% | -33.9% | -42.8% | -71.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling