+910.8%
MAR vs ENPH
+417.7%
+493.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.8% | -9.1% | -2.9% |
| 7D | -1.7% | +9.3% | -11.0% | -2.5% |
| 30D | -6.9% | -7.3% | +0.4% | -6.4% |
| 3M | -15.8% | -31.7% | +15.9% | -13.4% |
| 6M | +1.9% | -3.5% | +5.4% | +0.5% |
| YTD | +6.6% | +21.2% | -14.5% | +2.0% |
| 1Y | +23.7% | +0.1% | +23.6% | +19.9% |
| 3Y | +64.6% | -67.7% | +132.3% | +69.8% |
| 5Y | +156.4% | -76.2% | +232.6% | +164.9% |
| 10Y | +415.4% | +2,057.2% | -1,641.9% | +269.0% |
| All | +910.8% | +417.7% | +493.1% | +639.7% |
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