+466.4%
NTAP vs ENPH
+384.9%
+81.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -0.8% | -2.4% | +1.6% | -0.6% |
| 30D | -0.5% | -6.6% | +6.1% | 0.0% |
| 3M | +4.1% | -46.8% | +50.9% | +9.4% |
| 6M | +88.0% | -14.7% | +102.7% | +88.4% |
| YTD | +75.6% | +13.5% | +62.1% | +70.9% |
| 1Y | +58.9% | -0.4% | +59.3% | +55.9% |
| 3Y | +153.6% | -71.7% | +225.3% | +165.8% |
| 5Y | +127.6% | -79.1% | +206.7% | +137.7% |
| 10Y | +580.4% | +1,898.4% | -1,318.0% | +395.7% |
| All | +466.4% | +384.9% | +81.5% | +317.3% |
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