+62.1%
EMR vs ENPH
-68.2%
+130.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.8% | -7.2% | -1.2% |
| 7D | +3.1% | +9.3% | -6.2% | +2.0% |
| 30D | -3.5% | -7.3% | +3.7% | -2.8% |
| 3M | +9.8% | -31.7% | +41.5% | +13.9% |
| 6M | +10.8% | -3.5% | +14.3% | +9.4% |
| YTD | +15.9% | +21.2% | -5.2% | +11.2% |
| 1Y | +16.4% | +0.1% | +16.4% | +13.3% |
| 3Y | +62.1% | -67.7% | +129.8% | +69.1% |
| All | +62.1% | -68.2% | +130.3% | +69.1% |
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