+113.0%
ALL vs ENPH
-63.2%
+176.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.0% | +7.8% | +2.7% |
| 7D | -0.1% | -9.1% | +9.0% | -0.5% |
| 30D | +13.8% | -15.8% | +29.6% | +13.2% |
| 3M | -2.8% | -32.5% | +29.7% | -4.1% |
| 6M | +23.7% | -24.2% | +47.8% | +22.1% |
| YTD | +27.3% | -13.8% | +41.0% | +26.2% |
| 1Y | +30.5% | -15.8% | +46.4% | +29.4% |
| 3Y | +113.0% | -64.6% | +177.6% | +105.1% |
| All | +113.0% | -63.2% | +176.2% | +105.1% |
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