+124.2%
MSI vs ENPH
-89.7%
+213.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.8% | +0.3% |
| 7D | +3.2% | -8.4% | +11.7% | +3.8% |
| 30D | +17.6% | -11.2% | +28.8% | +18.2% |
| 3M | +14.5% | -36.1% | +50.6% | +17.4% |
| 6M | +34.3% | -37.9% | +72.2% | +36.5% |
| YTD | +39.7% | -18.7% | +58.4% | +37.5% |
| 1Y | +40.2% | -9.8% | +50.0% | +36.6% |
| 3Y | +77.1% | -66.8% | +144.0% | +76.2% |
| All | +124.2% | -89.7% | +213.9% | +151.3% |
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 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