+73.3%
D vs ENPH
-65.0%
+138.4%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -1.4% |
| 7D | +3.0% | +11.0% | -8.0% | +2.6% |
| 30D | +11.5% | -15.0% | +26.5% | +11.9% |
| 3M | +3.7% | -28.2% | +32.0% | +4.6% |
| 6M | +13.5% | -20.5% | +34.0% | +13.4% |
| YTD | +20.7% | -11.2% | +31.9% | +18.9% |
| 1Y | +18.2% | -8.7% | +26.9% | +16.2% |
| 3Y | +73.3% | -63.6% | +136.9% | +61.9% |
| All | +73.3% | -65.0% | +138.4% | +61.9% |
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 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