+713.9%
NEE vs ENPH
+384.9%
+329.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | +1.9% | -2.4% | +4.3% | +2.1% |
| 30D | -2.2% | -6.6% | +4.5% | -1.8% |
| 3M | -1.2% | -46.8% | +45.6% | +2.2% |
| 6M | -8.6% | -14.7% | +6.2% | -8.7% |
| YTD | +6.2% | +13.5% | -7.3% | +3.6% |
| 1Y | +21.1% | -0.4% | +21.5% | +18.8% |
| 3Y | +36.4% | -71.7% | +108.1% | +40.7% |
| 5Y | +11.4% | -79.1% | +90.5% | +15.3% |
| 10Y | +250.0% | +1,898.4% | -1,648.4% | +222.7% |
| All | +713.9% | +384.9% | +329.0% | +641.7% |
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