-84.2%
OPEN vs ENPH
-77.5%
-6.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.4% | +3.2% | +0.3% |
| 7D | -2.9% | +3.4% | -6.3% | -4.7% |
| 30D | -13.8% | -10.3% | -3.5% | -9.4% |
| 3M | -30.9% | -31.4% | +0.5% | -18.7% |
| 6M | -40.9% | -10.1% | -30.8% | -43.7% |
| YTD | -48.5% | +14.6% | -63.1% | -60.6% |
| 1Y | -50.9% | -3.2% | -47.7% | -58.8% |
| 3Y | -20.6% | -69.5% | +48.8% | +11.8% |
| 5Y | -84.2% | -77.2% | -6.9% | -73.9% |
| All | -84.2% | -77.5% | -6.6% | -73.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling