-7.9%
MOS vs ENPH
-10.6%
+2.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.0% | +5.9% | +1.4% |
| 7D | +24.8% | -9.1% | +33.9% | +25.8% |
| 30D | +22.7% | -15.8% | +38.4% | +24.2% |
| 3M | -1.2% | -32.5% | +31.2% | +1.8% |
| 6M | +5.5% | -24.2% | +29.7% | +8.1% |
| YTD | -2.0% | -13.8% | +11.8% | -4.1% |
| 1Y | -7.9% | -15.8% | +7.9% | -9.6% |
| All | -7.9% | -10.6% | +2.6% | -9.6% |
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 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