+84.2%
DOCN vs ENPH
-81.7%
+166.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.1% | +5.9% | +7.3% |
| 7D | -12.8% | +4.1% | -16.9% | -13.8% |
| 30D | -41.9% | -11.4% | -30.6% | -39.9% |
| 3M | -36.9% | -30.5% | -6.4% | -29.5% |
| 6M | -52.2% | -20.2% | -32.0% | -51.3% |
| YTD | +62.7% | -9.3% | +72.0% | +51.4% |
| 1Y | +58.2% | -3.8% | +62.0% | +44.0% |
| 3Y | +219.5% | -61.5% | +281.0% | +225.0% |
| 5Y | -32.9% | -87.9% | +55.0% | +1.1% |
| All | +84.2% | -81.7% | +166.0% | +119.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling