+523.3%
ON vs ENPH
+2,128.2%
-1,604.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.7% | -1.0% | -3.0% |
| 7D | +12.2% | -8.4% | +20.7% | +14.6% |
| 30D | -3.1% | -11.2% | +8.0% | -0.8% |
| 3M | -12.9% | -36.1% | +23.2% | -4.0% |
| 6M | -38.6% | -37.9% | -0.7% | -32.5% |
| YTD | +31.2% | -18.7% | +49.9% | +32.2% |
| 1Y | +47.6% | -9.8% | +57.5% | +45.1% |
| 3Y | +6.6% | -66.8% | +73.4% | +22.4% |
| 5Y | +21.3% | -89.6% | +110.9% | +69.6% |
| All | +523.3% | +2,128.2% | -1,604.9% | +383.2% |
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