+3.4%
NU vs ENPH
-1.9%
+5.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.1% | -2.0% |
| 7D | +7.5% | -2.4% | +9.8% | +7.6% |
| 30D | +6.1% | -6.6% | +12.8% | +6.4% |
| 3M | +26.8% | -46.8% | +73.6% | +28.3% |
| 6M | +2.5% | -14.7% | +17.2% | +1.6% |
| YTD | -8.2% | +13.5% | -21.7% | -9.0% |
| 1Y | +3.4% | -0.4% | +3.8% | +1.0% |
| All | +3.4% | -1.9% | +5.3% | +1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling