-19.3%
MP vs ENPH
-89.4%
+70.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.4% | +7.3% | +3.6% |
| 7D | +11.0% | -7.6% | +18.6% | +13.5% |
| 30D | -11.7% | -16.4% | +4.7% | -8.0% |
| 3M | -30.8% | -34.3% | +3.5% | -22.4% |
| 6M | -42.9% | -28.5% | -14.4% | -38.8% |
| YTD | -25.9% | -16.4% | -9.4% | -27.5% |
| 1Y | -37.3% | -12.8% | -24.5% | -39.6% |
| 3Y | +150.7% | -65.7% | +216.3% | +186.0% |
| 5Y | -19.3% | -89.4% | +70.1% | +39.5% |
| All | -19.3% | -89.4% | +70.1% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling