+92.3%
MA vs ENPH
-88.2%
+180.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.4% |
| 7D | +2.3% | +11.0% | -8.7% | +1.8% |
| 30D | +14.7% | -15.0% | +29.7% | +15.4% |
| 3M | +13.5% | -28.2% | +41.7% | +15.0% |
| 6M | +33.1% | -20.5% | +53.6% | +32.3% |
| YTD | +15.1% | -11.2% | +26.2% | +12.2% |
| 1Y | +18.7% | -8.7% | +27.4% | +15.4% |
| 3Y | +72.1% | -63.6% | +135.7% | +69.7% |
| All | +92.3% | -88.2% | +180.5% | +101.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling