+18.4%
MRSH vs ENPH
+8.1%
+10.3%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.7% | -0.4% | +3.5% |
| 7D | +9.4% | +26.3% | -16.8% | +10.8% |
| 30D | +23.4% | -5.7% | +29.1% | +23.0% |
| 3M | +9.9% | -24.5% | +34.4% | +8.0% |
| 6M | +26.0% | -3.0% | +29.1% | +25.3% |
| YTD | +15.2% | -1.6% | +16.8% | +15.6% |
| 1Y | +18.4% | +8.8% | +9.7% | +19.9% |
| All | +18.4% | +8.1% | +10.3% | +19.9% |
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 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