+30.2%
OMC vs ENPH
-77.1%
+107.3%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.5% |
| 7D | -4.4% | -0.1% | -4.3% | -4.4% |
| 30D | -7.6% | -10.8% | +3.2% | -6.9% |
| 3M | +4.5% | -33.8% | +38.3% | +7.2% |
| 6M | -0.3% | -16.1% | +15.9% | -0.7% |
| YTD | -0.1% | +13.4% | -13.5% | -4.3% |
| 1Y | +4.6% | -2.6% | +7.2% | +1.2% |
| 3Y | +10.5% | -70.3% | +80.7% | +14.9% |
| All | +30.2% | -77.1% | +107.3% | +33.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling