+2,423.9%
MUU vs ENPH
-64.3%
+2,488.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.4% | -9.7% | -9.5% |
| 7D | +3.6% | +1.5% | +2.0% | +2.4% |
| 30D | +22.3% | -12.9% | +35.2% | +28.9% |
| 3M | -8.2% | -27.1% | +18.9% | +7.5% |
| 6M | +256.3% | -15.4% | +271.8% | +302.6% |
| YTD | +534.4% | +15.0% | +519.4% | +512.5% |
| 1Y | +2,163.5% | -0.7% | +2,164.2% | +2,192.5% |
| All | +2,423.9% | -64.3% | +2,488.2% | +3,010.0% |
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