+1,336.7%
FLEX vs ENPH
+287.7%
+1,049.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.1% | +9.9% | +11.7% |
| 7D | -7.2% | +4.1% | -11.3% | -7.6% |
| 30D | -34.8% | -11.4% | -23.4% | -34.0% |
| 3M | -35.6% | -30.5% | -5.0% | -32.7% |
| 6M | -45.0% | -20.2% | -24.8% | -43.8% |
| YTD | +29.4% | -9.3% | +38.6% | +27.0% |
| 1Y | +24.8% | -3.8% | +28.6% | +21.5% |
| 3Y | +304.4% | -61.5% | +365.9% | +323.7% |
| 5Y | +484.1% | -87.9% | +571.9% | +583.6% |
| 10Y | +640.4% | +2,519.8% | -1,879.4% | +390.5% |
| All | +1,336.7% | +287.7% | +1,049.0% | +893.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling