-71.4%
OPEN vs ENPH
+8.1%
-79.5%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.7% | +10.1% | +13.0% |
| 7D | +3.7% | +26.3% | -22.6% | -1.7% |
| 30D | -14.3% | -5.7% | -8.6% | -13.5% |
| 3M | -51.9% | -24.5% | -27.5% | -49.3% |
| 6M | -61.4% | -3.0% | -58.4% | -61.3% |
| YTD | -66.0% | -1.6% | -64.5% | -70.6% |
| 1Y | -71.4% | +8.8% | -80.1% | -77.8% |
| All | -71.4% | +8.1% | -79.5% | -77.8% |
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