+290.1%
ETR vs ENPH
+1,908.3%
-1,618.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.3% |
| 7D | -1.8% | -0.1% | -1.8% | -1.8% |
| 30D | -1.8% | -10.8% | +9.1% | -1.3% |
| 3M | -3.6% | -33.8% | +30.2% | -2.1% |
| 6M | +2.6% | -16.1% | +18.7% | +2.5% |
| YTD | +16.0% | +13.4% | +2.6% | +13.8% |
| 1Y | +20.1% | -2.6% | +22.7% | +18.4% |
| 3Y | +143.6% | -70.3% | +213.8% | +148.5% |
| 5Y | +124.4% | -77.0% | +201.4% | +127.5% |
| All | +290.1% | +1,908.3% | -1,618.2% | +230.8% |
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