+90.4%
ENB vs ENPH
+1,936.5%
-1,846.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.4% | -4.2% | -3.9% |
| 7D | -4.6% | +1.5% | -6.1% | -4.7% |
| 30D | -5.2% | -12.9% | +7.7% | -4.4% |
| 3M | -13.4% | -27.1% | +13.7% | -11.9% |
| 6M | -7.8% | -15.4% | +7.6% | -7.9% |
| YTD | +4.9% | +15.0% | -10.1% | +1.8% |
| 1Y | +3.2% | -0.7% | +3.9% | +0.8% |
| 3Y | +71.0% | -69.3% | +140.3% | +76.0% |
| 5Y | +64.0% | -76.7% | +140.7% | +67.3% |
| All | +90.4% | +1,936.5% | -1,846.1% | +50.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling