+4.3%
DT vs ENPH
-70.0%
+74.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.4% | +6.1% | +0.8% |
| 7D | -0.5% | +3.4% | -3.9% | -0.7% |
| 30D | +0.1% | -10.3% | +10.3% | +0.4% |
| 3M | +24.1% | -31.4% | +55.5% | +25.8% |
| 6M | +30.1% | -10.1% | +40.2% | +29.4% |
| YTD | +16.8% | +14.6% | +2.2% | +13.7% |
| 1Y | -0.1% | -3.2% | +3.1% | -1.9% |
| All | +4.3% | -70.0% | +74.3% | +8.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling