+49.4%
FE vs ENPH
-69.9%
+119.3%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.6% |
| 7D | +1.9% | -2.4% | +4.3% | +2.0% |
| 30D | -1.2% | -6.6% | +5.5% | -1.1% |
| 3M | +3.5% | -46.8% | +50.3% | +4.4% |
| 6M | -6.1% | -14.7% | +8.7% | -6.2% |
| YTD | +7.6% | +13.5% | -5.9% | +6.0% |
| 1Y | +11.9% | -0.4% | +12.3% | +10.6% |
| All | +49.4% | -69.9% | +119.3% | +51.2% |
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