+54.4%
DLR vs ENPH
-66.2%
+120.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.8% | -1.7% |
| 7D | +3.3% | -8.4% | +11.8% | +3.9% |
| 30D | +4.6% | -11.2% | +15.8% | +5.3% |
| 3M | -8.3% | -36.1% | +27.8% | -5.6% |
| 6M | -5.6% | -37.9% | +32.3% | -3.5% |
| YTD | +18.7% | -18.7% | +37.4% | +17.4% |
| 1Y | +17.1% | -9.8% | +26.9% | +14.7% |
| 3Y | +54.4% | -66.8% | +121.2% | +54.5% |
| All | +54.4% | -66.2% | +120.6% | +54.5% |
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 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