+102.4%
FN vs ENPH
-65.0%
+167.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -1.7% | +13.4% | +12.0% |
| 7D | 0.0% | +11.0% | -11.0% | -1.8% |
| 30D | -34.3% | -15.0% | -19.3% | -32.5% |
| 3M | -39.9% | -28.2% | -11.6% | -36.3% |
| 6M | -51.8% | -20.5% | -31.4% | -49.1% |
| YTD | -28.1% | -11.2% | -17.0% | -26.7% |
| 1Y | -29.1% | -8.7% | -20.4% | -28.0% |
| 3Y | +102.4% | -63.6% | +166.0% | +120.7% |
| All | +102.4% | -65.0% | +167.5% | +120.7% |
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