+103.5%
NU vs ENPH
-69.9%
+173.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.2% | +0.1% |
| 7D | -4.2% | +1.5% | -5.7% | -4.4% |
| 30D | +10.0% | -12.9% | +22.9% | +11.2% |
| 3M | +29.3% | -27.1% | +56.4% | +32.1% |
| 6M | +0.9% | -15.4% | +16.4% | +0.4% |
| YTD | -10.3% | +15.0% | -25.3% | -14.3% |
| 1Y | -3.2% | -0.7% | -2.5% | -6.5% |
| All | +103.5% | -69.9% | +173.4% | +111.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling