+90.2%
EMR vs ENPH
-89.7%
+180.0%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | +0.3% |
| 7D | +2.8% | -8.4% | +11.3% | +3.9% |
| 30D | +3.7% | -11.2% | +14.8% | +4.7% |
| 3M | +2.0% | -36.1% | +38.1% | +6.9% |
| 6M | +22.1% | -37.9% | +60.0% | +26.8% |
| YTD | +27.2% | -18.7% | +45.9% | +26.6% |
| 1Y | +32.0% | -9.8% | +41.8% | +29.8% |
| 3Y | +103.3% | -66.8% | +170.1% | +111.7% |
| All | +90.2% | -89.7% | +180.0% | +118.6% |
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