+358.5%
C vs ENPH
+287.7%
+70.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.1% | +0.3% | +2.3% |
| 7D | -0.9% | +4.1% | -5.0% | -1.3% |
| 30D | -5.4% | -11.4% | +6.0% | -4.6% |
| 3M | -9.2% | -30.5% | +21.4% | -6.4% |
| 6M | -1.8% | -20.2% | +18.4% | -1.4% |
| YTD | +6.7% | -9.3% | +16.0% | +4.7% |
| 1Y | +23.5% | -3.8% | +27.3% | +20.4% |
| 3Y | +219.8% | -61.5% | +281.3% | +225.6% |
| 5Y | +112.4% | -87.9% | +200.3% | +133.4% |
| 10Y | +220.1% | +2,519.8% | -2,299.7% | +104.6% |
| All | +358.5% | +287.7% | +70.8% | +211.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling