+460.1%
NTAP vs ENPH
+277.3%
+182.8%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.4% | +1.7% | +3.8% |
| 7D | -2.4% | -10.3% | +7.9% | -1.5% |
| 30D | -23.4% | -10.1% | -13.3% | -22.9% |
| 3M | -7.5% | -33.1% | +25.6% | -4.6% |
| 6M | +56.4% | -24.8% | +81.2% | +58.5% |
| YTD | +73.6% | -11.7% | +85.3% | +72.2% |
| 1Y | +68.4% | -8.2% | +76.6% | +66.5% |
| 3Y | +150.6% | -63.7% | +214.3% | +158.0% |
| 5Y | +122.5% | -88.7% | +211.2% | +144.0% |
| 10Y | +589.7% | +2,382.5% | -1,792.7% | +400.3% |
| All | +460.1% | +277.3% | +182.8% | +320.5% |
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 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