+98.0%
NI vs ENPH
-77.4%
+175.4%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | -0.6% | +1.5% | -2.1% | -0.6% |
| 30D | -1.4% | -12.9% | +11.5% | -0.9% |
| 3M | -10.6% | -27.1% | +16.5% | -9.7% |
| 6M | -9.9% | -15.4% | +5.5% | -10.0% |
| YTD | +1.2% | +15.0% | -13.8% | -0.9% |
| 1Y | +4.4% | -0.7% | +5.1% | +2.8% |
| 3Y | +68.6% | -69.3% | +137.9% | +72.2% |
| 5Y | +98.0% | -76.7% | +174.7% | +107.9% |
| All | +98.0% | -77.4% | +175.4% | +107.9% |
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