+28.8%
MSFT vs ENPH
-27.9%
+56.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.4% | +5.7% | +0.7% |
| 7D | -2.4% | -7.6% | +5.1% | -1.9% |
| 30D | -3.8% | -16.4% | +12.6% | -2.7% |
| 3M | +6.4% | -34.3% | +40.7% | +8.8% |
| 6M | +28.8% | -28.5% | +57.3% | +29.2% |
| All | +28.8% | -27.9% | +56.7% | +29.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling