+572.1%
ON vs ENPH
+1,936.5%
-1,364.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.2% |
| 7D | -4.7% | +1.5% | -6.2% | -5.2% |
| 30D | -13.5% | -12.9% | -0.6% | -11.0% |
| 3M | -36.3% | -27.1% | -9.2% | -31.7% |
| 6M | +17.8% | -15.4% | +33.2% | +20.4% |
| YTD | +29.6% | +15.0% | +14.6% | +21.3% |
| 1Y | +45.8% | -0.7% | +46.5% | +40.0% |
| 3Y | -28.3% | -69.3% | +41.0% | -17.1% |
| 5Y | +49.6% | -76.7% | +126.4% | +76.3% |
| All | +572.1% | +1,936.5% | -1,364.3% | +417.0% |
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 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