+19.8%
MA vs ENPH
-14.2%
+34.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +1.2% |
| 7D | +1.3% | -8.4% | +9.7% | +1.1% |
| 30D | +9.6% | -11.2% | +20.8% | +9.3% |
| 3M | +16.8% | -36.1% | +52.9% | +15.1% |
| 6M | +35.2% | -37.9% | +73.1% | +32.3% |
| YTD | +16.6% | -18.7% | +35.2% | +12.7% |
| 1Y | +19.8% | -9.8% | +29.6% | +13.9% |
| All | +19.8% | -14.2% | +34.0% | +13.9% |
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