+514.9%
MKSI vs ENPH
+1,908.3%
-1,393.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.4% |
| 7D | +2.7% | -0.1% | +2.7% | +2.6% |
| 30D | -12.8% | -10.8% | -2.0% | -11.0% |
| 3M | -22.5% | -33.8% | +11.3% | -15.9% |
| 6M | +19.4% | -16.1% | +35.5% | +21.8% |
| YTD | +67.7% | +13.4% | +54.3% | +57.8% |
| 1Y | +131.4% | -2.6% | +134.0% | +123.1% |
| 3Y | +197.3% | -70.3% | +267.6% | +239.0% |
| 5Y | +87.0% | -77.0% | +164.0% | +113.8% |
| All | +514.9% | +1,908.3% | -1,393.4% | +354.5% |
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