+107.3%
META vs ENPH
-71.4%
+178.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | +6.7% | -2.4% | +9.1% | +6.8% |
| 30D | +4.8% | -6.6% | +11.4% | +5.1% |
| 3M | -1.6% | -46.8% | +45.2% | +1.4% |
| 6M | -7.5% | -14.7% | +7.3% | -6.9% |
| YTD | -6.4% | +13.5% | -19.9% | -7.8% |
| 1Y | -17.3% | -0.4% | -16.9% | -18.2% |
| All | +107.3% | -71.4% | +178.7% | +120.7% |
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