+1,298.5%
FLEX vs ENPH
+268.5%
+1,030.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.0% | +2.3% | -2.0% |
| 7D | -13.6% | -9.1% | -4.5% | -12.4% |
| 30D | -36.5% | -15.8% | -20.7% | -35.3% |
| 3M | -36.4% | -32.5% | -4.0% | -33.3% |
| 6M | -46.5% | -24.2% | -22.3% | -45.0% |
| YTD | +25.9% | -13.8% | +39.7% | +24.5% |
| 1Y | +19.6% | -15.8% | +35.4% | +18.6% |
| 3Y | +287.0% | -64.6% | +351.6% | +310.0% |
| 5Y | +466.6% | -88.1% | +554.7% | +565.1% |
| 10Y | +626.9% | +2,367.9% | -1,740.9% | +385.2% |
| All | +1,298.5% | +268.5% | +1,030.0% | +873.4% |
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