+364.8%
ALL vs ENPH
+1,928.7%
-1,563.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.4% | +5.5% | +0.2% |
| 7D | -2.2% | +3.4% | -5.6% | -2.3% |
| 30D | -5.6% | -10.3% | +4.7% | -5.3% |
| 3M | +17.2% | -31.4% | +48.6% | +18.4% |
| 6M | +23.2% | -10.1% | +33.4% | +22.4% |
| YTD | +23.6% | +14.6% | +9.0% | +21.1% |
| 1Y | +29.2% | -3.2% | +32.4% | +27.1% |
| 3Y | +153.8% | -69.5% | +223.3% | +157.0% |
| 5Y | +116.1% | -77.2% | +193.3% | +117.5% |
| 10Y | +364.8% | +1,940.0% | -1,575.2% | +306.7% |
| All | +364.8% | +1,928.7% | -1,563.9% | +306.7% |
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