+16.0%
DIA vs ENPH
-4.2%
+20.2%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | -3.0% | +1.5% | -4.5% | -3.1% |
| 30D | -3.0% | -12.9% | +9.9% | -2.3% |
| 3M | +4.5% | -27.1% | +31.6% | +5.9% |
| 6M | +9.8% | -15.4% | +25.2% | +9.5% |
| YTD | +9.3% | +15.0% | -5.7% | +6.8% |
| 1Y | +16.0% | -0.7% | +16.7% | +13.4% |
| All | +16.0% | -4.2% | +20.2% | +13.4% |
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