+395.5%
ENPH vs MUB
+37.4%
+358.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.1% |
| 7D | -2.4% | -0.9% | -1.5% | -0.8% |
| 30D | -6.6% | -1.4% | -5.2% | -4.1% |
| 3M | -46.8% | -2.2% | -44.7% | -44.5% |
| 6M | -14.7% | -1.9% | -12.9% | -11.4% |
| YTD | +13.5% | -0.8% | +14.3% | +15.6% |
| 1Y | -0.4% | +2.7% | -3.2% | -4.6% |
| 3Y | -71.7% | +8.6% | -80.3% | -74.9% |
| 5Y | -79.1% | +2.0% | -81.1% | -79.7% |
| 10Y | +1,898.4% | +17.9% | +1,880.4% | +1,789.8% |
| All | +395.5% | +37.4% | +358.1% | +413.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling