-47.3%
DOCS vs ENPH
+8.1%
-55.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.7% | +2.6% | +6.4% |
| 7D | +1.2% | +26.3% | -25.0% | +1.7% |
| 30D | +21.3% | -5.7% | +27.0% | +21.2% |
| 3M | +58.4% | -24.5% | +82.9% | +57.1% |
| 6M | +39.3% | -3.0% | +42.3% | +37.1% |
| YTD | -21.7% | -1.6% | -20.1% | -24.9% |
| 1Y | -47.3% | +8.8% | -56.1% | -50.6% |
| All | -47.3% | +8.1% | -55.4% | -50.6% |
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