+58.3%
DIA vs ENPH
-70.0%
+128.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | -0.5% |
| 7D | -1.2% | +3.4% | -4.6% | -1.4% |
| 30D | -2.7% | -10.3% | +7.6% | -2.2% |
| 3M | +3.3% | -31.4% | +34.7% | +5.1% |
| 6M | +10.4% | -10.1% | +20.6% | +10.0% |
| YTD | +10.0% | +14.6% | -4.6% | +7.7% |
| 1Y | +16.2% | -3.2% | +19.4% | +14.4% |
| All | +58.3% | -70.0% | +128.3% | +62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling