+959.2%
DHI vs ENPH
+384.7%
+574.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +1.9% |
| 7D | -3.4% | -0.1% | -3.3% | -3.5% |
| 30D | -5.4% | -10.8% | +5.4% | -4.3% |
| 3M | -10.4% | -33.8% | +23.4% | -6.7% |
| 6M | -2.8% | -16.1% | +13.4% | -2.6% |
| YTD | -3.4% | +13.4% | -16.8% | -7.5% |
| 1Y | -22.9% | -2.6% | -20.3% | -25.3% |
| 3Y | +20.7% | -70.3% | +90.9% | +27.7% |
| 5Y | +62.1% | -77.0% | +139.2% | +71.0% |
| 10Y | +410.4% | +1,919.4% | -1,509.0% | +246.1% |
| All | +959.2% | +384.7% | +574.5% | +616.0% |
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