+84.2%
MNST vs ENPH
-78.8%
+162.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -6.5% | -2.4% | -4.1% | -6.4% |
| 30D | -7.2% | -6.6% | -0.6% | -7.0% |
| 3M | -1.0% | -46.8% | +45.8% | +1.8% |
| 6M | +11.5% | -14.7% | +26.2% | +11.0% |
| YTD | +14.3% | +13.5% | +0.8% | +11.3% |
| 1Y | +38.1% | -0.4% | +38.5% | +35.2% |
| 3Y | +55.0% | -71.7% | +126.7% | +59.6% |
| All | +84.2% | -78.8% | +162.9% | +87.6% |
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