+127.8%
NTAP vs ENPH
-88.7%
+216.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.4% | +1.7% | +3.7% |
| 7D | -2.4% | -10.3% | +7.9% | -1.0% |
| 30D | -23.4% | -10.1% | -13.3% | -22.6% |
| 3M | -7.5% | -33.1% | +25.6% | -3.2% |
| 6M | +56.4% | -24.8% | +81.2% | +59.4% |
| YTD | +73.6% | -11.7% | +85.3% | +71.5% |
| 1Y | +68.4% | -8.2% | +76.6% | +65.5% |
| 3Y | +150.6% | -63.7% | +214.3% | +159.8% |
| All | +127.8% | -88.7% | +216.5% | +171.1% |
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