+12.2%
ETSY vs ENPH
-70.3%
+82.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +1.8% |
| 7D | -4.9% | -0.1% | -4.8% | -5.0% |
| 30D | -8.6% | -10.8% | +2.2% | -7.4% |
| 3M | +4.8% | -33.8% | +38.6% | +9.8% |
| 6M | +38.1% | -16.1% | +54.2% | +37.4% |
| YTD | +31.2% | +13.4% | +17.8% | +21.3% |
| 1Y | +22.1% | -2.6% | +24.7% | +15.6% |
| 3Y | +12.2% | -70.3% | +82.5% | +24.7% |
| All | +12.2% | -70.3% | +82.5% | +24.7% |
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 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