+153.5%
NTAP vs ENPH
-68.2%
+221.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.8% | -4.9% | +1.1% |
| 7D | +3.3% | +9.3% | -6.0% | +2.1% |
| 30D | -0.2% | -7.3% | +7.1% | +0.6% |
| 3M | +11.4% | -31.7% | +43.1% | +16.0% |
| 6M | +88.7% | -3.5% | +92.2% | +86.4% |
| YTD | +78.9% | +21.2% | +57.8% | +71.3% |
| 1Y | +58.8% | +0.1% | +58.8% | +54.2% |
| 3Y | +153.5% | -67.7% | +221.2% | +165.5% |
| All | +153.5% | -68.2% | +221.7% | +165.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling