+63.2%
EFA vs ENPH
-69.9%
+133.1%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | -2.4% | +1.5% | -3.9% | -2.5% |
| 30D | -2.2% | -12.9% | +10.6% | -1.3% |
| 3M | +5.7% | -27.1% | +32.8% | +7.7% |
| 6M | +8.2% | -15.4% | +23.6% | +8.3% |
| YTD | +11.8% | +15.0% | -3.2% | +8.7% |
| 1Y | +18.3% | -0.7% | +19.0% | +15.8% |
| All | +63.2% | -69.9% | +133.1% | +71.2% |
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