+1,341.2%
MU vs ENPH
-68.2%
+1,409.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.8% | -8.4% | -3.0% |
| 7D | +7.2% | +9.3% | -2.1% | +5.1% |
| 30D | +14.0% | -7.3% | +21.2% | +15.5% |
| 3M | +5.4% | -31.7% | +37.1% | +13.5% |
| 6M | +170.3% | -3.5% | +173.8% | +173.2% |
| YTD | +250.7% | +21.2% | +229.5% | +232.6% |
| 1Y | +662.1% | +0.1% | +662.1% | +643.0% |
| 3Y | +1,341.2% | -67.7% | +1,408.9% | +1,519.6% |
| All | +1,341.2% | -68.2% | +1,409.4% | +1,519.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling