+39.9%
ELV vs ENPH
+8.1%
+31.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.7% | +1.2% | +5.0% |
| 7D | +4.8% | +26.3% | -21.5% | +5.4% |
| 30D | +10.1% | -5.7% | +15.7% | +9.9% |
| 3M | +15.4% | -24.5% | +39.8% | +14.3% |
| 6M | +17.7% | -3.0% | +20.8% | +16.3% |
| YTD | +25.7% | -1.6% | +27.2% | +24.7% |
| 1Y | +39.9% | +8.8% | +31.1% | +40.7% |
| All | +39.9% | +8.1% | +31.7% | +40.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling