-5.1%
DASH vs ENPH
-78.8%
+73.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -8.2% | -1.2% | -7.7% |
| 7D | +0.5% | +12.0% | -11.5% | -1.8% |
| 30D | -7.1% | -14.6% | +7.5% | -4.4% |
| 3M | -13.2% | -25.6% | +12.4% | -8.4% |
| 6M | +8.3% | -19.6% | +27.9% | +8.1% |
| YTD | -20.6% | -9.6% | -10.9% | -26.2% |
| 1Y | -24.4% | -10.0% | -14.4% | -29.8% |
| 3Y | +94.5% | -64.2% | +158.7% | +94.3% |
| 5Y | -9.4% | -87.8% | +78.4% | +14.1% |
| All | -5.1% | -78.8% | +73.7% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling