+147.8%
ETR vs ENPH
-70.0%
+217.8%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.4% | +4.2% | -1.2% |
| 7D | +0.4% | +3.4% | -3.0% | +0.4% |
| 30D | +2.0% | -10.3% | +12.3% | +2.2% |
| 3M | -1.7% | -31.4% | +29.7% | -1.3% |
| 6M | +3.6% | -10.1% | +13.7% | +3.4% |
| YTD | +18.0% | +14.6% | +3.5% | +16.9% |
| 1Y | +26.2% | -3.2% | +29.5% | +25.4% |
| All | +147.8% | -70.0% | +217.8% | +152.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling