+625.8%
NTAP vs ENPH
+1,908.3%
-1,282.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -1.4% | +9.9% | +8.7% |
| 7D | +7.4% | -0.1% | +7.4% | +7.4% |
| 30D | -1.4% | -10.8% | +9.5% | -0.3% |
| 3M | +24.6% | -33.8% | +58.4% | +29.2% |
| 6M | +105.9% | -16.1% | +122.0% | +106.8% |
| YTD | +88.5% | +13.4% | +75.1% | +82.9% |
| 1Y | +62.1% | -2.6% | +64.7% | +58.9% |
| 3Y | +169.1% | -70.3% | +239.3% | +182.2% |
| 5Y | +141.9% | -77.0% | +218.9% | +151.8% |
| All | +625.8% | +1,908.3% | -1,282.5% | +478.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling