+213.0%
O vs ENPH
+247.6%
-34.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +1.9% | -0.6% |
| 7D | -0.4% | -8.4% | +8.1% | +0.1% |
| 30D | +7.1% | -11.2% | +18.3% | +7.6% |
| 3M | -5.2% | -36.1% | +30.8% | -3.2% |
| 6M | -1.8% | -37.9% | +36.2% | -0.4% |
| YTD | +9.1% | -18.7% | +27.7% | +8.1% |
| 1Y | +9.7% | -9.8% | +19.5% | +8.0% |
| 3Y | +39.1% | -66.8% | +106.0% | +41.2% |
| 5Y | +8.4% | -89.6% | +98.0% | +15.1% |
| 10Y | +80.2% | +2,186.8% | -2,106.7% | +51.2% |
| All | +213.0% | +247.6% | -34.6% | +161.3% |
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