+211.9%
B vs ENPH
+1,928.7%
-1,716.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.4% | +6.5% | +1.5% |
| 7D | +1.0% | +3.4% | -2.3% | +0.8% |
| 30D | +9.5% | -10.3% | +19.8% | +10.2% |
| 3M | +14.3% | -31.4% | +45.7% | +16.8% |
| 6M | -1.9% | -10.1% | +8.3% | -1.9% |
| YTD | +4.1% | +14.6% | -10.5% | +2.0% |
| 1Y | +56.1% | -3.2% | +59.3% | +54.3% |
| 3Y | +202.0% | -69.5% | +271.5% | +210.8% |
| 5Y | +158.8% | -77.2% | +236.0% | +165.7% |
| 10Y | +211.9% | +1,940.0% | -1,728.1% | +203.2% |
| All | +211.9% | +1,928.7% | -1,716.8% | +203.2% |
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