+46.1%
DE vs ENPH
+8.1%
+38.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.1% | +1.5% |
| 7D | +5.6% | +26.3% | -20.7% | +4.6% |
| 30D | -0.8% | -5.7% | +4.8% | -0.7% |
| 3M | +9.8% | -24.5% | +34.3% | +11.0% |
| 6M | +17.5% | -3.0% | +20.6% | +16.2% |
| YTD | +46.5% | -1.6% | +48.0% | +41.9% |
| 1Y | +46.1% | +8.8% | +37.4% | +39.6% |
| All | +46.1% | +8.1% | +38.0% | +39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling