-12.1%
DOW vs ENPH
+297.7%
-309.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -1.9% |
| 7D | -1.4% | -0.1% | -1.3% | -1.4% |
| 30D | -3.9% | -10.8% | +6.9% | -2.7% |
| 3M | -12.7% | -33.8% | +21.1% | -8.8% |
| 6M | -13.7% | -16.1% | +2.4% | -14.3% |
| YTD | +28.4% | +13.4% | +15.0% | +20.9% |
| 1Y | +21.8% | -2.6% | +24.4% | +16.5% |
| 3Y | -35.7% | -70.3% | +34.5% | -32.0% |
| 5Y | -36.8% | -77.0% | +40.2% | -35.3% |
| All | -12.1% | +297.7% | -309.8% | -36.7% |
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