+153.1%
MAR vs ENPH
-77.4%
+230.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | -2.1% | +1.5% | -3.6% | -2.3% |
| 30D | -5.7% | -12.9% | +7.2% | -4.5% |
| 3M | -14.6% | -27.1% | +12.5% | -12.4% |
| 6M | +1.3% | -15.4% | +16.8% | +0.8% |
| YTD | +6.7% | +15.0% | -8.3% | +1.3% |
| 1Y | +26.4% | -0.7% | +27.1% | +21.4% |
| 3Y | +64.7% | -69.3% | +134.1% | +73.2% |
| 5Y | +153.1% | -76.7% | +229.8% | +166.8% |
| All | +153.1% | -77.4% | +230.5% | +166.8% |
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