+1,103.9%
FLEX vs ENPH
+2,045.3%
-941.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +6.8% | -2.4% | +3.3% |
| 7D | +7.0% | +9.3% | -2.3% | +5.4% |
| 30D | -5.8% | -7.3% | +1.5% | -4.7% |
| 3M | -24.2% | -31.7% | +7.5% | -19.4% |
| 6M | +90.8% | -3.5% | +94.3% | +89.9% |
| YTD | +89.2% | +21.2% | +68.0% | +77.4% |
| 1Y | +104.7% | +0.1% | +104.7% | +97.0% |
| 3Y | +478.1% | -67.7% | +545.8% | +529.1% |
| 5Y | +726.2% | -76.2% | +802.4% | +796.9% |
| All | +1,103.9% | +2,045.3% | -941.4% | +765.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling