+47.6%
F vs ENPH
-69.9%
+117.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +5.3% | -2.4% | +7.7% | +5.7% |
| 30D | +4.6% | -6.6% | +11.2% | +5.6% |
| 3M | -3.7% | -46.8% | +43.2% | +5.1% |
| 6M | +16.8% | -14.7% | +31.6% | +17.1% |
| YTD | +15.3% | +13.5% | +1.8% | +8.7% |
| 1Y | +31.0% | -0.4% | +31.4% | +25.0% |
| All | +47.6% | -69.9% | +117.6% | +55.9% |
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