+1,017.5%
MDB vs ENPH
+2,768.8%
-1,751.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.4% | +6.1% | +1.8% |
| 7D | -4.5% | +3.4% | -7.9% | -5.4% |
| 30D | -14.0% | -10.3% | -3.7% | -12.1% |
| 3M | +5.3% | -31.4% | +36.7% | +13.0% |
| 6M | +31.9% | -10.1% | +42.0% | +28.8% |
| YTD | -14.6% | +14.6% | -29.2% | -23.2% |
| 1Y | +8.2% | -3.2% | +11.5% | +0.2% |
| 3Y | -5.0% | -69.5% | +64.4% | +3.8% |
| 5Y | -24.5% | -77.2% | +52.7% | -12.7% |
| All | +1,017.5% | +2,768.8% | -1,751.3% | +600.2% |
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