+39.1%
O vs ENPH
-66.2%
+105.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +1.9% | -0.7% |
| 7D | -0.4% | -8.4% | +8.1% | -0.1% |
| 30D | +7.1% | -11.2% | +18.3% | +7.4% |
| 3M | -5.2% | -36.1% | +30.8% | -4.2% |
| 6M | -1.8% | -37.9% | +36.2% | -1.4% |
| YTD | +9.1% | -18.7% | +27.7% | +7.4% |
| 1Y | +9.7% | -9.8% | +19.5% | +7.3% |
| 3Y | +39.1% | -66.8% | +106.0% | +31.8% |
| All | +39.1% | -66.2% | +105.4% | +31.8% |
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