+99.6%
DE vs ENPH
-77.1%
+176.8%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | -0.2% |
| 7D | -2.6% | -0.1% | -2.5% | -2.6% |
| 30D | +9.0% | -10.8% | +19.9% | +10.1% |
| 3M | +19.1% | -33.8% | +53.0% | +23.6% |
| 6M | +14.4% | -16.1% | +30.5% | +14.1% |
| YTD | +45.9% | +13.4% | +32.5% | +38.9% |
| 1Y | +43.6% | -2.6% | +46.2% | +38.3% |
| 3Y | +75.9% | -70.3% | +146.1% | +86.3% |
| All | +99.6% | -77.1% | +176.8% | +114.5% |
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