+15.2%
D vs ENPH
-88.2%
+103.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -1.4% |
| 7D | +3.0% | +11.0% | -8.0% | +2.5% |
| 30D | +11.5% | -15.0% | +26.5% | +12.1% |
| 3M | +3.7% | -28.2% | +32.0% | +4.9% |
| 6M | +13.5% | -20.5% | +34.0% | +13.5% |
| YTD | +20.7% | -11.2% | +31.9% | +19.0% |
| 1Y | +18.2% | -8.7% | +26.9% | +16.2% |
| 3Y | +73.3% | -63.6% | +136.9% | +74.6% |
| All | +15.2% | -88.2% | +103.4% | +19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling