+45.7%
DUK vs ENPH
-70.3%
+115.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | 0.0% |
| 7D | -0.7% | -0.1% | -0.6% | -0.7% |
| 30D | -2.4% | -10.8% | +8.4% | -2.4% |
| 3M | -3.0% | -33.8% | +30.8% | -2.7% |
| 6M | -6.6% | -16.1% | +9.6% | -6.8% |
| YTD | +4.6% | +13.4% | -8.9% | +3.3% |
| 1Y | +1.2% | -2.6% | +3.8% | +0.4% |
| 3Y | +45.7% | -70.3% | +115.9% | +47.4% |
| All | +45.7% | -70.3% | +115.9% | +47.4% |
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