+99.0%
MNST vs ENPH
-88.1%
+187.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.3% |
| 7D | -5.0% | +4.1% | -9.1% | -5.2% |
| 30D | +4.6% | -11.4% | +16.0% | +5.0% |
| 3M | +1.0% | -30.5% | +31.6% | +2.6% |
| 6M | +5.8% | -20.2% | +26.0% | +5.5% |
| YTD | +19.1% | -9.3% | +28.3% | +16.8% |
| 1Y | +30.9% | -3.8% | +34.7% | +27.8% |
| 3Y | +65.7% | -61.5% | +127.2% | +64.4% |
| 5Y | +99.0% | -87.9% | +186.8% | +110.0% |
| All | +99.0% | -88.1% | +187.0% | +110.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling