+981.8%
ALL vs ENPH
+268.5%
+713.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.0% | +7.8% | +3.1% |
| 7D | -0.1% | -9.1% | +9.0% | +0.2% |
| 30D | +13.8% | -15.8% | +29.6% | +14.4% |
| 3M | -2.8% | -32.5% | +29.7% | -1.6% |
| 6M | +23.7% | -24.2% | +47.8% | +23.6% |
| YTD | +27.3% | -13.8% | +41.0% | +25.8% |
| 1Y | +30.5% | -15.8% | +46.4% | +29.0% |
| 3Y | +113.0% | -64.6% | +177.6% | +113.2% |
| 5Y | +157.6% | -88.1% | +245.6% | +167.0% |
| 10Y | +368.4% | +2,367.9% | -1,999.5% | +269.9% |
| All | +981.8% | +268.5% | +713.3% | +783.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling