+135.0%
DAL vs ENPH
+1,928.7%
-1,793.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.2% | +0.4% |
| 7D | +0.8% | +3.4% | -2.6% | +0.3% |
| 30D | -11.7% | -10.3% | -1.5% | -10.6% |
| 3M | -2.7% | -31.4% | +28.6% | +1.5% |
| 6M | +30.7% | -10.1% | +40.8% | +29.9% |
| YTD | +14.4% | +14.6% | -0.2% | +9.1% |
| 1Y | +31.2% | -3.2% | +34.4% | +27.3% |
| 3Y | +99.4% | -69.5% | +168.9% | +112.2% |
| 5Y | +98.6% | -77.2% | +175.8% | +110.9% |
| 10Y | +135.0% | +1,940.0% | -1,805.0% | +71.9% |
| All | +135.0% | +1,928.7% | -1,793.7% | +71.9% |
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 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