+22.1%
ETSY vs ENPH
-2.4%
+24.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +1.7% |
| 7D | -4.9% | -0.1% | -4.8% | -4.9% |
| 30D | -8.6% | -10.8% | +2.2% | -7.9% |
| 3M | +4.8% | -33.8% | +38.6% | +7.7% |
| 6M | +38.1% | -16.1% | +54.2% | +38.5% |
| YTD | +31.2% | +13.4% | +17.8% | +17.6% |
| 1Y | +22.1% | -2.6% | +24.7% | +16.7% |
| All | +22.1% | -2.4% | +24.5% | +16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling