+227.5%
LOW vs ENPH
+1,908.3%
-1,680.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.2% |
| 7D | -3.7% | -0.1% | -3.7% | -3.8% |
| 30D | -8.9% | -10.8% | +2.0% | -8.0% |
| 3M | -10.4% | -33.8% | +23.4% | -7.5% |
| 6M | -19.4% | -16.1% | -3.3% | -19.6% |
| YTD | -17.1% | +13.4% | -30.5% | -20.3% |
| 1Y | -26.3% | -2.6% | -23.7% | -28.4% |
| 3Y | -9.9% | -70.3% | +60.4% | -6.0% |
| 5Y | +6.1% | -77.0% | +83.1% | +10.5% |
| All | +227.5% | +1,908.3% | -1,680.8% | +185.9% |
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