+8.5%
IR vs ENPH
-68.2%
+76.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.8% | -8.4% | -2.3% |
| 7D | +0.6% | +9.3% | -8.6% | -0.3% |
| 30D | -13.6% | -7.3% | -6.4% | -13.1% |
| 3M | +3.7% | -31.7% | +35.4% | +7.1% |
| 6M | -13.1% | -3.5% | -9.6% | -14.4% |
| YTD | -5.1% | +21.2% | -26.3% | -9.5% |
| 1Y | -6.5% | +0.1% | -6.5% | -9.6% |
| 3Y | +8.5% | -67.7% | +76.2% | +16.0% |
| All | +8.5% | -68.2% | +76.7% | +16.0% |
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