+167.0%
KEY vs ENPH
+2,033.5%
-1,866.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.8% | -8.5% | -2.4% |
| 7D | +2.7% | +9.3% | -6.5% | +1.8% |
| 30D | -3.2% | -7.3% | +4.0% | -2.6% |
| 3M | +1.0% | -31.7% | +32.7% | +4.3% |
| 6M | +11.9% | -3.5% | +15.3% | +10.2% |
| YTD | +8.7% | +21.2% | -12.5% | +3.6% |
| 1Y | +18.5% | +0.1% | +18.4% | +14.7% |
| 3Y | +124.0% | -67.7% | +191.7% | +133.5% |
| 5Y | +40.8% | -76.2% | +117.1% | +46.2% |
| 10Y | +167.0% | +2,057.2% | -1,890.2% | +124.5% |
| All | +167.0% | +2,033.5% | -1,866.5% | +124.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling