+38.5%
D vs ENPH
+1,928.7%
-1,890.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.4% | +3.7% | -1.5% |
| 7D | -0.4% | +3.4% | -3.8% | -0.6% |
| 30D | -2.1% | -10.3% | +8.2% | -1.7% |
| 3M | -0.7% | -31.4% | +30.6% | +0.3% |
| 6M | +5.6% | -10.1% | +15.7% | +5.2% |
| YTD | +14.6% | +14.6% | 0.0% | +12.7% |
| 1Y | +15.3% | -3.2% | +18.6% | +14.0% |
| 3Y | +59.1% | -69.5% | +128.6% | +61.4% |
| 5Y | +3.9% | -77.2% | +81.2% | +5.5% |
| 10Y | +38.5% | +1,940.0% | -1,901.5% | +26.8% |
| All | +38.5% | +1,928.7% | -1,890.2% | +26.8% |
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