-3.5%
IR vs ENPH
-1.9%
-1.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | -2.8% | -2.4% | -0.5% | -2.6% |
| 30D | -15.1% | -6.6% | -8.5% | -14.7% |
| 3M | +6.1% | -46.8% | +52.9% | +11.8% |
| 6M | -16.8% | -14.7% | -2.1% | -17.6% |
| YTD | -3.5% | +13.5% | -17.0% | -8.0% |
| 1Y | -3.5% | -0.4% | -3.1% | -8.3% |
| All | -3.5% | -1.9% | -1.6% | -8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling