+59.3%
ENB vs ENPH
-89.7%
+149.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +0.6% |
| 7D | +3.1% | -8.4% | +11.6% | +3.5% |
| 30D | +2.1% | -11.2% | +13.3% | +2.5% |
| 3M | -4.4% | -36.1% | +31.6% | -2.7% |
| 6M | -10.1% | -37.9% | +27.9% | -8.9% |
| YTD | +5.2% | -18.7% | +23.8% | +4.1% |
| 1Y | +4.2% | -9.8% | +14.1% | +2.4% |
| 3Y | +70.1% | -66.8% | +136.9% | +71.7% |
| All | +59.3% | -89.7% | +149.0% | +71.7% |
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 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