+124.8%
NTAP vs ENPH
-77.5%
+202.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.4% | +3.1% | -1.7% |
| 7D | +2.2% | +3.4% | -1.2% | +1.8% |
| 30D | -7.0% | -10.3% | +3.2% | -5.9% |
| 3M | +12.3% | -31.4% | +43.7% | +16.9% |
| 6M | +85.1% | -10.1% | +95.3% | +84.5% |
| YTD | +74.8% | +14.6% | +60.2% | +68.3% |
| 1Y | +52.7% | -3.2% | +55.9% | +49.0% |
| 3Y | +147.7% | -69.5% | +217.1% | +161.3% |
| 5Y | +124.8% | -77.2% | +202.0% | +144.4% |
| All | +124.8% | -77.5% | +202.3% | +144.4% |
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