+121.4%
DAL vs ENPH
+2,496.3%
-2,374.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.3% | -1.3% |
| 7D | +2.3% | -10.3% | +12.6% | +3.8% |
| 30D | +14.3% | -10.1% | +24.4% | +15.6% |
| 3M | +1.3% | -33.1% | +34.4% | +6.3% |
| 6M | +29.3% | -24.8% | +54.1% | +31.6% |
| YTD | +33.0% | -11.7% | +44.7% | +30.6% |
| 1Y | +59.8% | -8.2% | +68.1% | +56.1% |
| 3Y | +177.2% | -63.7% | +240.9% | +188.8% |
| 5Y | +118.4% | -88.7% | +207.1% | +153.3% |
| 10Y | +121.4% | +2,382.5% | -2,261.1% | +56.0% |
| All | +121.4% | +2,496.3% | -2,374.9% | +56.0% |
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