-7.0%
DASH vs ENPH
-88.2%
+81.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.2% |
| 7D | +0.4% | +11.0% | -10.6% | -1.8% |
| 30D | -6.0% | -15.0% | +9.0% | -3.2% |
| 3M | -15.8% | -28.2% | +12.5% | -10.4% |
| 6M | +7.0% | -20.5% | +27.4% | +6.8% |
| YTD | -20.7% | -11.2% | -9.5% | -26.4% |
| 1Y | -8.5% | -8.7% | +0.1% | -16.1% |
| 3Y | +101.8% | -63.6% | +165.4% | +94.3% |
| All | -7.0% | -88.2% | +81.2% | +8.3% |
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