+0.6%
MOS vs ENPH
+2,496.3%
-2,495.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -1.1% |
| 7D | +5.5% | -10.3% | +15.8% | +6.9% |
| 30D | +21.0% | -10.1% | +31.1% | +22.1% |
| 3M | -0.5% | -33.1% | +32.6% | +4.4% |
| 6M | +6.6% | -24.8% | +31.4% | +8.3% |
| YTD | -2.8% | -11.7% | +8.9% | -5.2% |
| 1Y | -8.1% | -8.2% | +0.2% | -11.0% |
| 3Y | -25.6% | -63.7% | +38.1% | -22.3% |
| 5Y | -29.8% | -88.7% | +58.9% | -17.9% |
| 10Y | +0.6% | +2,382.5% | -2,381.9% | -27.4% |
| All | +0.6% | +2,496.3% | -2,495.8% | -27.4% |
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