+1,972.6%
NOW vs ENPH
+343.5%
+1,629.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.2% |
| 7D | -3.0% | +11.0% | -14.0% | -4.3% |
| 30D | -26.0% | -15.0% | -11.0% | -24.8% |
| 3M | -13.1% | -28.2% | +15.1% | -9.9% |
| 6M | +14.5% | -20.5% | +35.0% | +14.8% |
| YTD | -33.4% | -11.2% | -22.3% | -35.5% |
| 1Y | -40.6% | -8.7% | -32.0% | -42.8% |
| 3Y | -16.3% | -63.6% | +47.3% | -15.2% |
| 5Y | -26.3% | -88.0% | +61.7% | -15.1% |
| 10Y | +512.7% | +2,333.3% | -1,820.6% | +248.7% |
| All | +1,972.6% | +343.5% | +1,629.1% | +1,179.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling