+164.6%
DOCN vs ENPH
-77.1%
+241.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.8% |
| 7D | +1.1% | -2.4% | +3.5% | +2.0% |
| 30D | -9.6% | -6.6% | -3.0% | -7.9% |
| 3M | -37.7% | -46.8% | +9.1% | -24.3% |
| 6M | +115.2% | -14.7% | +130.0% | +115.1% |
| YTD | +133.7% | +13.5% | +120.2% | +103.2% |
| 1Y | +250.2% | -0.4% | +250.6% | +216.6% |
| 3Y | +320.3% | -71.7% | +392.0% | +415.1% |
| 5Y | +53.1% | -79.1% | +132.2% | +91.4% |
| All | +164.6% | -77.1% | +241.8% | +194.1% |
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