+25.7%
NDAQ vs ENPH
-14.2%
+39.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | -0.2% |
| 7D | +1.3% | -8.4% | +9.7% | +1.2% |
| 30D | +18.0% | -11.2% | +29.1% | +17.9% |
| 3M | +11.5% | -36.1% | +47.6% | +11.3% |
| 6M | +21.1% | -37.9% | +59.0% | +19.6% |
| YTD | +12.8% | -18.7% | +31.5% | +8.1% |
| 1Y | +25.7% | -9.8% | +35.5% | +17.4% |
| All | +25.7% | -14.2% | +39.9% | +17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling