+32.6%
NET vs ENPH
-86.7%
+119.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.7% | -6.3% | -3.6% |
| 7D | -16.4% | +26.3% | -42.6% | -21.9% |
| 30D | -25.8% | -5.7% | -20.2% | -25.3% |
| 3M | -11.5% | -24.5% | +12.9% | -5.5% |
| 6M | +18.9% | -3.0% | +22.0% | +12.8% |
| YTD | +35.2% | -1.6% | +36.8% | +19.4% |
| 1Y | +14.5% | +8.8% | +5.7% | -3.1% |
| 3Y | +313.8% | -61.0% | +374.8% | +280.1% |
| 5Y | +32.6% | -87.0% | +119.6% | +90.7% |
| All | +32.6% | -86.7% | +119.2% | +90.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling