+112.5%
NET vs ENPH
-78.8%
+191.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.1% | -2.0% |
| 7D | -7.0% | -2.4% | -4.6% | -6.3% |
| 30D | -4.8% | -6.6% | +1.8% | -3.0% |
| 3M | +3.8% | -46.8% | +50.6% | +22.0% |
| 6M | +50.0% | -14.7% | +64.8% | +48.5% |
| YTD | +41.5% | +13.5% | +28.0% | +22.1% |
| 1Y | +32.8% | -0.4% | +33.2% | +17.8% |
| 3Y | +335.9% | -71.7% | +407.6% | +412.8% |
| All | +112.5% | -78.8% | +191.3% | +156.6% |
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