-10.6%
MDB vs ENPH
-16.3%
+5.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.0% | +6.4% | +1.8% |
| 7D | -1.0% | -9.1% | +8.1% | -0.3% |
| 30D | -14.0% | -15.8% | +1.8% | -12.9% |
| 3M | -20.3% | -32.5% | +12.1% | -18.4% |
| 6M | +10.9% | -24.2% | +35.0% | +10.6% |
| YTD | -20.9% | -13.8% | -7.1% | -25.4% |
| All | -10.6% | -16.3% | +5.7% | -18.1% |
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