+448.7%
FIX vs ENPH
-65.0%
+513.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.7% | +7.2% | +5.6% |
| 7D | -17.5% | +11.0% | -28.4% | -18.4% |
| 30D | -41.6% | -15.0% | -26.6% | -40.7% |
| 3M | -40.6% | -28.2% | -12.4% | -38.6% |
| 6M | -49.4% | -20.5% | -28.9% | -47.9% |
| YTD | +9.2% | -11.2% | +20.3% | +10.1% |
| 1Y | +6.5% | -8.7% | +15.1% | +7.0% |
| 3Y | +448.7% | -63.6% | +512.3% | +429.1% |
| All | +448.7% | -65.0% | +513.8% | +429.1% |
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 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