+102.0%
META vs ENPH
-62.5%
+164.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.1% | +3.0% | +5.0% |
| 7D | +5.7% | +4.1% | +1.6% | +5.5% |
| 30D | -10.8% | -11.4% | +0.6% | -10.2% |
| 3M | +8.4% | -30.5% | +39.0% | +10.4% |
| 6M | +5.4% | -20.2% | +25.6% | +6.4% |
| YTD | -2.6% | -9.3% | +6.7% | -3.1% |
| 1Y | +3.5% | -3.8% | +7.3% | +2.5% |
| 3Y | +102.0% | -61.5% | +163.5% | +104.1% |
| All | +102.0% | -62.5% | +164.5% | +104.1% |
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