+6,169.9%
MU vs ENPH
+1,928.7%
+4,241.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -5.4% | +8.2% | +3.7% |
| 7D | +7.5% | +3.4% | +4.1% | +6.7% |
| 30D | +19.4% | -10.3% | +29.6% | +21.3% |
| 3M | +9.8% | -31.4% | +41.2% | +17.5% |
| 6M | +164.1% | -10.1% | +174.3% | +167.8% |
| YTD | +260.3% | +14.6% | +245.7% | +242.5% |
| 1Y | +661.2% | -3.2% | +664.4% | +641.5% |
| 3Y | +1,380.8% | -69.5% | +1,450.3% | +1,540.7% |
| 5Y | +1,346.4% | -77.2% | +1,423.6% | +1,487.0% |
| 10Y | +6,169.9% | +1,940.0% | +4,229.9% | +3,955.2% |
| All | +6,169.9% | +1,928.7% | +4,241.2% | +3,955.2% |
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 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