+9.7%
DLR vs ENPH
-4.2%
+13.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.3% | -2.0% |
| 7D | -1.3% | +1.5% | -2.8% | -1.4% |
| 30D | -2.9% | -12.9% | +10.0% | -2.3% |
| 3M | +3.2% | -27.1% | +30.3% | +4.6% |
| 6M | +3.9% | -15.4% | +19.3% | +4.1% |
| YTD | +21.4% | +15.0% | +6.4% | +17.8% |
| 1Y | +9.7% | -0.7% | +10.4% | +9.6% |
| All | +9.7% | -4.2% | +13.9% | +9.6% |
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