-50.9%
OPEN vs ENPH
-5.7%
-45.2%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.4% | +3.2% | -1.0% |
| 7D | -2.9% | +3.4% | -6.3% | -3.8% |
| 30D | -13.8% | -10.3% | -3.5% | -11.6% |
| 3M | -30.9% | -31.4% | +0.5% | -25.7% |
| 6M | -40.9% | -10.1% | -30.8% | -40.7% |
| YTD | -48.5% | +14.6% | -63.1% | -56.4% |
| 1Y | -50.9% | -3.2% | -47.7% | -54.5% |
| All | -50.9% | -5.7% | -45.2% | -54.5% |
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