-9.1%
LOW vs ENPH
-70.0%
+60.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.4% | +4.3% | -0.7% |
| 7D | -0.6% | +3.4% | -4.0% | -0.9% |
| 30D | -9.3% | -10.3% | +1.0% | -8.6% |
| 3M | -8.1% | -31.4% | +23.3% | -5.6% |
| 6M | -19.8% | -10.1% | -9.6% | -20.7% |
| YTD | -16.4% | +14.6% | -30.9% | -20.3% |
| 1Y | -24.7% | -3.2% | -21.4% | -27.3% |
| All | -9.1% | -70.0% | +60.9% | -4.7% |
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 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