+369.0%
ALL vs ENPH
+2,496.3%
-2,127.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | +0.3% |
| 7D | -2.6% | -10.3% | +7.7% | -2.2% |
| 30D | +12.7% | -10.1% | +22.8% | +13.0% |
| 3M | +0.4% | -33.1% | +33.5% | +1.5% |
| 6M | +23.8% | -24.8% | +48.6% | +23.6% |
| YTD | +27.8% | -11.7% | +39.5% | +26.0% |
| 1Y | +28.9% | -8.2% | +37.1% | +26.8% |
| 3Y | +113.9% | -63.7% | +177.6% | +113.2% |
| 5Y | +157.4% | -88.7% | +246.1% | +168.4% |
| 10Y | +369.0% | +2,382.5% | -2,013.5% | +312.6% |
| All | +369.0% | +2,496.3% | -2,127.3% | +312.6% |
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 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