+195.3%
B vs ENPH
-62.5%
+257.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.1% | +2.1% | +4.0% |
| 7D | +11.3% | +4.1% | +7.2% | +10.7% |
| 30D | +2.9% | -11.4% | +14.3% | +4.1% |
| 3M | -2.9% | -30.5% | +27.7% | +0.9% |
| 6M | -1.2% | -20.2% | +19.0% | +0.1% |
| YTD | -1.3% | -9.3% | +7.9% | -2.8% |
| 1Y | +30.4% | -3.8% | +34.2% | +27.2% |
| 3Y | +195.3% | -61.5% | +256.8% | +202.5% |
| All | +195.3% | -62.5% | +257.7% | +202.5% |
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