+86.4%
F vs ENPH
+2,033.5%
-1,947.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +6.8% | -11.0% | -5.1% |
| 7D | +1.2% | +9.3% | -8.1% | 0.0% |
| 30D | +1.2% | -7.3% | +8.5% | +2.1% |
| 3M | -5.7% | -31.7% | +26.1% | -1.7% |
| 6M | +17.9% | -3.5% | +21.4% | +16.4% |
| YTD | +10.4% | +21.2% | -10.7% | +4.7% |
| 1Y | +25.3% | +0.1% | +25.3% | +21.0% |
| 3Y | +37.5% | -67.7% | +105.2% | +45.5% |
| 5Y | +46.5% | -76.2% | +122.7% | +56.6% |
| 10Y | +86.4% | +2,057.2% | -1,970.8% | +51.8% |
| All | +86.4% | +2,033.5% | -1,947.1% | +51.8% |
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