+211.7%
MRSH vs ENPH
+1,908.3%
-1,696.6%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | -0.2% |
| 7D | -4.8% | -0.1% | -4.7% | -4.8% |
| 30D | -6.3% | -10.8% | +4.5% | -6.0% |
| 3M | +5.8% | -33.8% | +39.6% | +7.3% |
| 6M | +2.8% | -16.1% | +18.9% | +2.5% |
| YTD | -3.1% | +13.4% | -16.5% | -5.3% |
| 1Y | -11.3% | -2.6% | -8.7% | -12.8% |
| 3Y | -5.0% | -70.3% | +65.3% | -3.3% |
| 5Y | +19.2% | -77.0% | +96.2% | +21.0% |
| All | +211.7% | +1,908.3% | -1,696.6% | +173.3% |
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