+45.6%
C vs ENPH
-1.9%
+47.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.8% | -7.5% | -1.3% |
| 7D | +3.2% | +9.3% | -6.1% | +2.3% |
| 30D | +1.3% | -7.3% | +8.5% | +1.9% |
| 3M | +3.1% | -31.7% | +34.9% | +6.1% |
| 6M | +29.6% | -3.5% | +33.1% | +27.5% |
| YTD | +19.0% | +21.2% | -2.2% | +13.9% |
| 1Y | +45.6% | +0.1% | +45.6% | +40.4% |
| All | +45.6% | -1.9% | +47.5% | +40.4% |
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