+167.2%
MMM vs ENPH
-62.5%
+229.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.3% | +1.7% |
| 7D | +5.8% | +4.1% | +1.6% | +5.5% |
| 30D | +17.9% | -11.4% | +29.3% | +18.7% |
| 3M | +3.6% | -30.5% | +34.1% | +5.9% |
| 6M | +32.9% | -20.2% | +53.1% | +33.0% |
| YTD | +19.5% | -9.3% | +28.7% | +17.5% |
| 1Y | +16.5% | -3.8% | +20.3% | +14.1% |
| 3Y | +167.2% | -61.5% | +228.7% | +164.7% |
| All | +167.2% | -62.5% | +229.6% | +164.7% |
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