+47.6%
ON vs ENPH
+8.1%
+39.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.7% | -5.6% | -2.9% |
| 7D | -5.8% | +26.3% | -32.1% | -12.1% |
| 30D | -17.1% | -5.7% | -11.4% | -16.2% |
| 3M | -11.8% | -24.5% | +12.7% | -5.4% |
| 6M | -30.2% | -3.0% | -27.1% | -27.7% |
| YTD | +31.6% | -1.6% | +33.1% | +32.1% |
| 1Y | +47.6% | +8.8% | +38.8% | +43.0% |
| All | +47.6% | +8.1% | +39.4% | +43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling