+11.1%
IR vs ENPH
-16.3%
+27.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.0% | +3.8% | -0.7% |
| 7D | +1.5% | -9.1% | +10.7% | +2.5% |
| 30D | +9.0% | -15.8% | +24.8% | +10.5% |
| 3M | -0.9% | -32.5% | +31.6% | +2.5% |
| 6M | +13.4% | -24.2% | +37.6% | +12.6% |
| YTD | +8.5% | -13.8% | +22.2% | +1.7% |
| All | +11.1% | -16.3% | +27.5% | +2.3% |
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