+481.9%
ETR vs ENPH
+417.7%
+64.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.8% | -5.6% | +1.0% |
| 7D | +1.4% | +9.3% | -7.8% | +1.1% |
| 30D | +1.9% | -7.3% | +9.1% | +2.1% |
| 3M | +1.0% | -31.7% | +32.7% | +2.0% |
| 6M | +4.8% | -3.5% | +8.3% | +4.3% |
| YTD | +19.5% | +21.2% | -1.6% | +17.7% |
| 1Y | +28.1% | +0.1% | +28.1% | +26.7% |
| 3Y | +151.1% | -67.7% | +218.9% | +154.0% |
| 5Y | +125.2% | -76.2% | +201.4% | +127.4% |
| 10Y | +291.1% | +2,057.2% | -1,766.1% | +251.7% |
| All | +481.9% | +417.7% | +64.1% | +412.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling