+513.2%
MA vs ENPH
+1,928.7%
-1,415.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.4% | +4.8% | -0.2% |
| 7D | -3.5% | +3.4% | -6.9% | -3.8% |
| 30D | +0.8% | -10.3% | +11.0% | +1.5% |
| 3M | +14.8% | -31.4% | +46.2% | +17.5% |
| 6M | +10.0% | -10.1% | +20.1% | +8.8% |
| YTD | -0.1% | +14.6% | -14.7% | -4.1% |
| 1Y | -2.2% | -3.2% | +1.0% | -5.1% |
| 3Y | +39.3% | -69.5% | +108.7% | +43.4% |
| 5Y | +66.3% | -77.2% | +143.6% | +70.2% |
| 10Y | +513.2% | +1,940.0% | -1,426.8% | +350.4% |
| All | +513.2% | +1,928.7% | -1,415.5% | +350.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling