+44.9%
C vs ENPH
-1.9%
+46.8%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +3.6% | -2.4% | +6.0% | +3.8% |
| 30D | +0.1% | -6.6% | +6.7% | +0.6% |
| 3M | +2.4% | -46.8% | +49.2% | +7.4% |
| 6M | +24.9% | -14.7% | +39.7% | +24.4% |
| YTD | +19.8% | +13.5% | +6.3% | +16.1% |
| 1Y | +44.9% | -0.4% | +45.3% | +41.3% |
| All | +44.9% | -1.9% | +46.8% | +41.3% |
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