+22.5%
MA vs ENPH
+8.1%
+14.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.7% | +0.2% | +4.0% |
| 7D | +10.2% | +26.3% | -16.0% | +11.0% |
| 30D | +19.3% | -5.7% | +25.0% | +19.0% |
| 3M | +18.0% | -24.5% | +42.4% | +16.8% |
| 6M | +33.7% | -3.0% | +36.7% | +31.8% |
| YTD | +18.6% | -1.6% | +20.1% | +16.1% |
| 1Y | +22.5% | +8.8% | +13.7% | +19.0% |
| All | +22.5% | +8.1% | +14.4% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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