+429.0%
ENPH vs MKC
+154.9%
+274.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.3% | +7.1% | +6.9% |
| 7D | +9.3% | -4.3% | +13.6% | +11.0% |
| 30D | -7.3% | -2.0% | -5.3% | -6.7% |
| 3M | -31.7% | +10.0% | -41.7% | -35.0% |
| 6M | -3.5% | -18.5% | +15.0% | +3.1% |
| YTD | +21.2% | -22.4% | +43.6% | +31.2% |
| 1Y | +0.1% | -23.6% | +23.7% | +8.8% |
| 3Y | -67.7% | -30.4% | -37.3% | -63.8% |
| 5Y | -76.2% | -34.2% | -42.0% | -73.7% |
| 10Y | +2,057.2% | +26.8% | +2,030.4% | +1,447.5% |
| All | +429.0% | +154.9% | +274.1% | +82.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling