+113.0%
DAL vs ENPH
-89.4%
+202.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -5.4% | +0.1% | -4.3% |
| 7D | +1.4% | -7.6% | +9.0% | +2.7% |
| 30D | +9.1% | -16.4% | +25.5% | +11.9% |
| 3M | -3.5% | -34.3% | +30.8% | +2.8% |
| 6M | +23.4% | -28.5% | +51.9% | +26.9% |
| YTD | +26.0% | -16.4% | +42.5% | +23.8% |
| 1Y | +44.6% | -12.8% | +57.4% | +40.9% |
| 3Y | +162.7% | -65.7% | +228.4% | +174.4% |
| 5Y | +113.0% | -89.4% | +202.3% | +158.1% |
| All | +113.0% | -89.4% | +202.3% | +158.1% |
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