+167.1%
NXT vs ENPH
-83.4%
+250.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.4% |
| 7D | -2.6% | +1.5% | -4.1% | -3.2% |
| 30D | -22.4% | -12.9% | -9.6% | -18.4% |
| 3M | -27.3% | -27.1% | -0.2% | -18.8% |
| 6M | -28.5% | -15.4% | -13.0% | -25.8% |
| YTD | -6.6% | +15.0% | -21.6% | -16.2% |
| 1Y | +20.4% | -0.7% | +21.1% | +12.7% |
| 3Y | +90.9% | -69.3% | +160.3% | +150.2% |
| All | +167.1% | -83.4% | +250.4% | +305.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling