+0.1%
DOW vs ENPH
+185.2%
-185.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.3% | 0.0% |
| 7D | +5.2% | -8.4% | +13.7% | +6.3% |
| 30D | +13.2% | -11.2% | +24.4% | +14.2% |
| 3M | +10.1% | -36.1% | +46.2% | +15.3% |
| 6M | -13.1% | -37.9% | +24.9% | -10.5% |
| YTD | +46.1% | -18.7% | +64.8% | +42.2% |
| 1Y | +50.0% | -9.8% | +59.8% | +44.0% |
| 3Y | -20.2% | -66.8% | +46.6% | -17.1% |
| 5Y | -27.7% | -89.6% | +62.0% | -17.3% |
| All | +0.1% | +185.2% | -185.1% | -25.5% |
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