+243.5%
NEM vs ENPH
-69.9%
+313.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.4% | -2.0% |
| 7D | -3.3% | +1.5% | -4.8% | -3.5% |
| 30D | +7.8% | -12.9% | +20.7% | +9.4% |
| 3M | +36.3% | -27.1% | +63.4% | +40.2% |
| 6M | +6.6% | -15.4% | +22.0% | +7.1% |
| YTD | +27.1% | +15.0% | +12.1% | +22.8% |
| 1Y | +62.3% | -0.7% | +63.0% | +58.3% |
| All | +243.5% | -69.9% | +313.3% | +262.1% |
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