+115.1%
NOK vs ENPH
-77.1%
+192.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.4% | +6.2% | +5.0% |
| 7D | +11.0% | -0.1% | +11.0% | +10.9% |
| 30D | +7.8% | -10.8% | +18.7% | +9.5% |
| 3M | -21.0% | -33.8% | +12.8% | -16.7% |
| 6M | +40.9% | -16.1% | +57.0% | +43.6% |
| YTD | +72.0% | +13.4% | +58.6% | +67.5% |
| 1Y | +140.9% | -2.6% | +143.5% | +137.7% |
| 3Y | +194.3% | -70.3% | +264.5% | +219.3% |
| All | +115.1% | -77.1% | +192.2% | +127.3% |
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