+62.0%
EW vs ENPH
-63.2%
+125.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.3% | -0.5% |
| 7D | +9.3% | -9.1% | +18.4% | +9.5% |
| 30D | +22.1% | -15.8% | +37.8% | +22.4% |
| 3M | +13.0% | -32.5% | +45.5% | +13.9% |
| 6M | +30.1% | -24.2% | +54.2% | +30.2% |
| YTD | +22.0% | -13.8% | +35.8% | +21.4% |
| 1Y | +23.7% | -15.8% | +39.5% | +23.1% |
| 3Y | +62.0% | -64.6% | +126.5% | +62.3% |
| All | +62.0% | -63.2% | +125.1% | +62.3% |
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