+322.3%
KEY vs ENPH
+287.7%
+34.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.1% | +0.5% | +2.5% |
| 7D | -0.4% | +4.1% | -4.5% | -0.8% |
| 30D | +7.2% | -11.4% | +18.6% | +8.1% |
| 3M | -4.9% | -30.5% | +25.6% | -2.1% |
| 6M | +1.1% | -20.2% | +21.3% | +1.5% |
| YTD | +6.8% | -9.3% | +16.1% | +4.7% |
| 1Y | +23.3% | -3.8% | +27.1% | +20.0% |
| 3Y | +126.1% | -61.5% | +187.6% | +130.7% |
| 5Y | +15.2% | -87.9% | +103.1% | +26.7% |
| 10Y | +113.6% | +2,519.8% | -2,406.2% | +46.7% |
| All | +322.3% | +287.7% | +34.5% | +202.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling