+128.1%
DAL vs ENPH
+2,696.2%
-2,568.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.1% | +3.1% | +5.0% |
| 7D | +10.0% | +4.1% | +5.9% | +9.4% |
| 30D | +12.0% | -11.4% | +23.4% | +13.5% |
| 3M | +0.8% | -30.5% | +31.3% | +5.2% |
| 6M | +26.2% | -20.2% | +46.4% | +27.5% |
| YTD | +33.7% | -9.3% | +43.0% | +30.8% |
| 1Y | +57.6% | -3.8% | +61.4% | +52.8% |
| 3Y | +183.5% | -61.5% | +245.0% | +193.2% |
| 5Y | +114.2% | -87.9% | +202.0% | +146.2% |
| 10Y | +128.1% | +2,519.8% | -2,391.7% | +60.7% |
| All | +128.1% | +2,696.2% | -2,568.0% | +60.7% |
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