+1,912.7%
FLEX vs ENPH
+384.9%
+1,527.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | -0.9% | -2.4% | +1.5% | -0.6% |
| 30D | -10.1% | -6.6% | -3.5% | -9.4% |
| 3M | -31.3% | -46.8% | +15.5% | -25.3% |
| 6M | +71.3% | -14.7% | +86.0% | +73.5% |
| YTD | +81.2% | +13.5% | +67.8% | +73.5% |
| 1Y | +98.5% | -0.4% | +98.9% | +92.5% |
| 3Y | +428.2% | -71.7% | +500.0% | +476.7% |
| 5Y | +657.3% | -79.1% | +736.4% | +726.3% |
| 10Y | +995.9% | +1,898.4% | -902.4% | +630.7% |
| All | +1,912.7% | +384.9% | +1,527.8% | +1,256.6% |
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 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