+46.0%
FE vs ENPH
-65.0%
+111.1%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.4% |
| 7D | 0.0% | +11.0% | -11.0% | -0.1% |
| 30D | +5.2% | -15.0% | +20.2% | +5.3% |
| 3M | 0.0% | -28.2% | +28.2% | +0.2% |
| 6M | +5.0% | -20.5% | +25.5% | +4.8% |
| YTD | +7.9% | -11.2% | +19.1% | +6.7% |
| 1Y | +6.3% | -8.7% | +15.0% | +5.0% |
| 3Y | +46.0% | -63.6% | +109.6% | +35.6% |
| All | +46.0% | -65.0% | +111.1% | +35.6% |
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