+18.9%
ELV vs ENPH
-77.5%
+96.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.4% | +4.2% | -1.1% |
| 7D | -2.2% | +3.4% | -5.6% | -2.3% |
| 30D | -0.2% | -10.3% | +10.1% | +0.1% |
| 3M | -6.1% | -31.4% | +25.3% | -5.3% |
| 6M | +42.8% | -10.1% | +53.0% | +41.8% |
| YTD | +14.4% | +14.6% | -0.2% | +11.8% |
| 1Y | +28.6% | -3.2% | +31.8% | +26.4% |
| 3Y | -7.4% | -69.5% | +62.0% | -6.1% |
| All | +18.9% | -77.5% | +96.4% | +21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling