+23.0%
C vs ENPH
-10.6%
+33.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.7% |
| 7D | -0.4% | -9.1% | +8.8% | +0.5% |
| 30D | -5.2% | -15.8% | +10.6% | -4.0% |
| 3M | -9.1% | -32.5% | +23.4% | -6.3% |
| 6M | -1.6% | -24.2% | +22.6% | -1.2% |
| YTD | +6.9% | -13.8% | +20.7% | +4.6% |
| 1Y | +23.0% | -15.8% | +38.8% | +20.7% |
| All | +23.0% | -10.6% | +33.5% | +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