+294.7%
C vs ENPH
+1,928.7%
-1,634.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.4% | +6.2% | +1.3% |
| 7D | +2.6% | +3.4% | -0.8% | +2.2% |
| 30D | +1.9% | -10.3% | +12.2% | +2.8% |
| 3M | +2.8% | -31.4% | +34.2% | +5.9% |
| 6M | +30.6% | -10.1% | +40.7% | +29.8% |
| YTD | +19.9% | +14.6% | +5.3% | +15.6% |
| 1Y | +44.6% | -3.2% | +47.8% | +41.1% |
| 3Y | +272.1% | -69.5% | +341.6% | +287.9% |
| 5Y | +132.0% | -77.2% | +209.2% | +140.4% |
| 10Y | +294.7% | +1,940.0% | -1,645.3% | +235.2% |
| All | +294.7% | +1,928.7% | -1,634.1% | +235.2% |
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