+74.3%
F vs ENPH
+2,435.8%
-2,361.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.2% | -0.1% |
| 7D | +1.0% | -9.1% | +10.1% | +2.1% |
| 30D | +2.1% | -15.8% | +17.9% | +3.9% |
| 3M | -10.3% | -32.5% | +22.2% | -6.3% |
| 6M | +3.3% | -24.2% | +27.4% | +5.0% |
| YTD | -2.0% | -13.8% | +11.8% | -3.6% |
| 1Y | -2.3% | -15.8% | +13.6% | -3.7% |
| 3Y | +49.9% | -64.6% | +114.4% | +57.0% |
| 5Y | -12.5% | -88.1% | +75.6% | +0.9% |
| 10Y | +74.3% | +2,367.9% | -2,293.6% | +42.3% |
| All | +74.3% | +2,435.8% | -2,361.5% | +42.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling