-15.6%
MOS vs ENPH
+8.1%
-23.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.4% | +3.7% | +13.7% | +17.0% |
| 7D | +17.9% | +26.3% | -8.3% | +15.5% |
| 30D | +1.6% | -5.7% | +7.2% | +1.8% |
| 3M | -4.0% | -24.5% | +20.5% | -2.1% |
| 6M | -4.1% | -3.0% | -1.1% | -3.7% |
| YTD | -7.8% | -1.6% | -6.2% | -9.6% |
| 1Y | -15.6% | +8.8% | -24.3% | -18.7% |
| All | -15.6% | +8.1% | -23.7% | -18.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling