+1,449.6%
NET vs ENPH
+67.1%
+1,382.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.1% | -2.0% |
| 7D | -7.0% | -2.4% | -4.6% | -6.4% |
| 30D | -4.8% | -6.6% | +1.8% | -3.2% |
| 3M | +3.8% | -46.8% | +50.6% | +19.6% |
| 6M | +50.0% | -14.7% | +64.8% | +49.3% |
| YTD | +41.5% | +13.5% | +28.0% | +26.1% |
| 1Y | +32.8% | -0.4% | +33.2% | +21.1% |
| 3Y | +335.9% | -71.7% | +407.6% | +394.5% |
| 5Y | +113.8% | -79.1% | +192.9% | +165.7% |
| All | +1,449.6% | +67.1% | +1,382.5% | +1,451.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling