+30.0%
MGY vs ENPH
-70.3%
+100.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.3% |
| 7D | +3.5% | -0.1% | +3.6% | +3.5% |
| 30D | +5.3% | -10.8% | +16.1% | +6.1% |
| 3M | +2.6% | -33.8% | +36.5% | +5.5% |
| 6M | -3.3% | -16.1% | +12.8% | -3.7% |
| YTD | +29.2% | +13.4% | +15.8% | +23.1% |
| 1Y | +18.0% | -2.6% | +20.6% | +13.7% |
| 3Y | +30.0% | -70.3% | +100.3% | +35.0% |
| All | +30.0% | -70.3% | +100.3% | +35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling