+71.2%
MSFU vs ENPH
-87.3%
+158.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.3% |
| 7D | -6.9% | +1.5% | -8.5% | -7.1% |
| 30D | -5.1% | -12.9% | +7.7% | -4.2% |
| 3M | +44.6% | -27.1% | +71.8% | +47.0% |
| 6M | +32.8% | -15.4% | +48.3% | +32.4% |
| YTD | -10.1% | +15.0% | -25.1% | -12.4% |
| 1Y | -19.4% | -0.7% | -18.7% | -20.9% |
| 3Y | +26.2% | -69.3% | +95.5% | +29.4% |
| All | +71.2% | -87.3% | +158.6% | +93.9% |
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