-38.8%
DOCS vs ENPH
-83.9%
+45.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.0% | +3.6% | -0.6% |
| 7D | -0.6% | -9.1% | +8.6% | +0.9% |
| 30D | +6.3% | -15.8% | +22.1% | +8.5% |
| 3M | +26.5% | -32.5% | +58.9% | +33.2% |
| 6M | +24.8% | -24.2% | +49.0% | +24.0% |
| YTD | -26.8% | -13.8% | -13.0% | -31.3% |
| 1Y | -38.3% | -15.8% | -22.5% | -41.9% |
| 3Y | +36.0% | -64.6% | +100.6% | +32.0% |
| 5Y | -55.0% | -88.1% | +33.1% | -46.4% |
| All | -38.8% | -83.9% | +45.0% | -32.5% |
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 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