+344.1%
DLR vs ENPH
+384.9%
-40.9%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.3% |
| 7D | +1.6% | -2.4% | +3.9% | +1.7% |
| 30D | -3.4% | -6.6% | +3.3% | -3.1% |
| 3M | +0.5% | -46.8% | +47.3% | +3.5% |
| 6M | +4.6% | -14.7% | +19.3% | +4.5% |
| YTD | +23.4% | +13.5% | +9.9% | +20.9% |
| 1Y | +19.0% | -0.4% | +19.4% | +17.2% |
| 3Y | +56.5% | -71.7% | +128.3% | +60.9% |
| 5Y | +33.3% | -79.1% | +112.4% | +37.4% |
| 10Y | +165.1% | +1,898.4% | -1,733.2% | +125.4% |
| All | +344.1% | +384.9% | -40.9% | +274.8% |
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