+267.3%
MP vs ENPH
-39.5%
+306.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.6% | 0.0% |
| 7D | +2.3% | -10.3% | +12.6% | +5.7% |
| 30D | -15.3% | -10.1% | -5.2% | -13.5% |
| 3M | -33.5% | -33.1% | -0.4% | -25.8% |
| 6M | -45.5% | -24.8% | -20.7% | -42.5% |
| YTD | -27.3% | -11.7% | -15.6% | -30.1% |
| 1Y | -40.7% | -8.2% | -32.5% | -43.7% |
| 3Y | +145.9% | -63.7% | +209.6% | +176.5% |
| 5Y | -13.9% | -88.7% | +74.8% | +32.5% |
| All | +267.3% | -39.5% | +306.8% | +360.9% |
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