-67.7%
ENPH vs DRI
+56.7%
-124.4%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.8% | +8.6% | +7.4% |
| 7D | +9.3% | -1.2% | +10.5% | +9.6% |
| 30D | -7.3% | -0.4% | -6.9% | -7.5% |
| 3M | -31.7% | +9.5% | -41.2% | -34.5% |
| 6M | -3.5% | +6.5% | -9.9% | -6.5% |
| YTD | +21.2% | +18.4% | +2.7% | +13.6% |
| 1Y | +0.1% | +4.2% | -4.2% | -2.8% |
| 3Y | -67.7% | +57.1% | -124.8% | -74.7% |
| All | -67.7% | +56.7% | -124.4% | -74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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