+6.8%
NOW vs ENPH
-78.8%
+85.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.1% | -3.0% |
| 7D | -2.4% | -2.4% | 0.0% | -2.1% |
| 30D | +20.5% | -6.6% | +27.1% | +21.6% |
| 3M | +18.3% | -46.8% | +65.2% | +28.0% |
| 6M | +24.1% | -14.7% | +38.8% | +22.7% |
| YTD | -7.8% | +13.5% | -21.3% | -14.5% |
| 1Y | -21.4% | -0.4% | -21.0% | -26.0% |
| 3Y | +19.5% | -71.7% | +91.3% | +30.7% |
| All | +6.8% | -78.8% | +85.6% | +19.2% |
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