-89.0%
OPEN vs ENPH
-39.8%
-49.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.7% | -1.0% | -2.4% |
| 7D | -15.0% | -8.4% | -6.6% | -11.1% |
| 30D | -40.2% | -11.2% | -29.0% | -37.2% |
| 3M | -67.4% | -36.1% | -31.3% | -60.2% |
| 6M | -74.0% | -37.9% | -36.1% | -69.7% |
| YTD | -79.6% | -18.7% | -60.9% | -81.4% |
| 1Y | -86.1% | -9.8% | -76.3% | -88.0% |
| 3Y | -41.4% | -66.8% | +25.4% | -24.5% |
| 5Y | -94.9% | -89.6% | -5.2% | -88.6% |
| All | -89.0% | -39.8% | -49.2% | -82.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling