+1,947.8%
ENPH vs MUB
+16.7%
+1,931.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +2.4% |
| 7D | +1.5% | -1.2% | +2.7% | +5.0% |
| 30D | -12.9% | -2.8% | -10.1% | -5.8% |
| 3M | -27.1% | -3.1% | -24.1% | -20.4% |
| 6M | -15.4% | -2.9% | -12.6% | -7.8% |
| YTD | +15.0% | -2.0% | +17.0% | +22.3% |
| 1Y | -0.7% | 0.0% | -0.7% | 0.0% |
| 3Y | -69.3% | +7.4% | -76.8% | -73.9% |
| 5Y | -76.7% | +0.8% | -77.5% | -76.6% |
| All | +1,947.8% | +16.7% | +1,931.1% | +1,586.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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