+64.7%
D vs ENPH
-69.9%
+134.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | +1.5% | -2.4% | +3.8% | +1.5% |
| 30D | -2.6% | -6.6% | +4.0% | -2.4% |
| 3M | 0.0% | -46.8% | +46.8% | +2.1% |
| 6M | +7.4% | -14.7% | +22.1% | +7.1% |
| YTD | +15.9% | +13.5% | +2.4% | +13.1% |
| 1Y | +18.1% | -0.4% | +18.5% | +15.8% |
| All | +64.7% | -69.9% | +134.7% | +68.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling