+4,277.4%
MU vs ENPH
+2,435.8%
+1,841.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.0% | +3.9% | -0.2% |
| 7D | -15.2% | -9.1% | -6.1% | -13.6% |
| 30D | -29.5% | -15.8% | -13.8% | -27.7% |
| 3M | -15.8% | -32.5% | +16.7% | -10.5% |
| 6M | -2.9% | -24.2% | +21.3% | +1.2% |
| YTD | +154.2% | -13.8% | +168.0% | +152.1% |
| 1Y | +186.6% | -15.8% | +202.4% | +185.6% |
| 3Y | +871.5% | -64.6% | +936.0% | +955.8% |
| 5Y | +911.7% | -88.1% | +999.7% | +1,143.1% |
| 10Y | +4,277.4% | +2,367.9% | +1,909.5% | +2,678.7% |
| All | +4,277.4% | +2,435.8% | +1,841.6% | +2,678.7% |
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