+12.6%
MOS vs ENPH
+2,033.5%
-2,020.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.8% | -4.1% | +1.7% |
| 7D | +7.1% | +9.3% | -2.2% | +5.8% |
| 30D | +15.0% | -7.3% | +22.3% | +16.1% |
| 3M | +24.1% | -31.7% | +55.8% | +29.7% |
| 6M | +2.7% | -3.5% | +6.2% | +0.9% |
| YTD | +12.2% | +21.2% | -9.0% | +5.5% |
| 1Y | -16.3% | +0.1% | -16.3% | -19.7% |
| 3Y | -23.3% | -67.7% | +44.4% | -18.5% |
| 5Y | -4.2% | -76.2% | +72.1% | +1.4% |
| 10Y | +12.6% | +2,057.2% | -2,044.7% | -20.3% |
| All | +12.6% | +2,033.5% | -2,020.9% | -20.3% |
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