+27.5%
F vs ENPH
-0.2%
+27.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +6.8% | -11.0% | -5.0% |
| 7D | +1.2% | +9.3% | -8.1% | +0.1% |
| 30D | +1.2% | -7.3% | +8.5% | +2.0% |
| 3M | -5.7% | -31.7% | +26.1% | -1.7% |
| 6M | +17.9% | -3.5% | +21.4% | +17.0% |
| YTD | +10.4% | +21.2% | -10.7% | +6.4% |
| All | +27.5% | -0.2% | +27.8% | +22.1% |
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