-5.9%
DASH vs ENPH
-79.7%
+73.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | -0.5% |
| 7D | -2.8% | -9.1% | +6.4% | -0.7% |
| 30D | -9.3% | -15.8% | +6.5% | -6.4% |
| 3M | -15.1% | -32.5% | +17.4% | -8.6% |
| 6M | +8.7% | -24.2% | +32.9% | +9.9% |
| YTD | -21.3% | -13.8% | -7.5% | -26.1% |
| 1Y | -12.7% | -15.8% | +3.2% | -17.7% |
| 3Y | +103.8% | -64.6% | +168.3% | +102.7% |
| 5Y | -16.8% | -88.1% | +71.3% | +5.4% |
| All | -5.9% | -79.7% | +73.8% | +5.8% |
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