-85.4%
OPEN vs ENPH
-9.1%
-76.3%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.4% | +1.8% | +3.7% |
| 7D | -31.1% | -10.3% | -20.8% | -29.3% |
| 30D | -34.7% | -10.1% | -24.6% | -33.3% |
| 3M | -61.9% | -33.1% | -28.8% | -58.9% |
| 6M | -71.9% | -24.8% | -47.0% | -70.0% |
| YTD | -76.6% | -11.7% | -64.9% | -79.1% |
| All | -85.4% | -9.1% | -76.3% | -87.7% |
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