+26.0%
C vs ENPH
+8.1%
+17.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.1% | +1.4% |
| 7D | +1.1% | +26.3% | -25.2% | -0.8% |
| 30D | -2.4% | -5.7% | +3.2% | -2.2% |
| 3M | -8.4% | -24.5% | +16.1% | -6.5% |
| 6M | +0.3% | -3.0% | +3.4% | -1.5% |
| YTD | +9.1% | -1.6% | +10.7% | +6.6% |
| 1Y | +26.0% | +8.8% | +17.3% | +20.7% |
| All | +26.0% | +8.1% | +17.9% | +20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling