-70.8%
OPEN vs ENPH
-16.0%
-54.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | -4.3% | -2.4% | -1.9% | -3.1% |
| 30D | -16.2% | -6.6% | -9.6% | -13.6% |
| 3M | -36.4% | -46.8% | +10.5% | -16.1% |
| 6M | -35.5% | -14.7% | -20.7% | -36.4% |
| YTD | -46.0% | +13.5% | -59.4% | -57.5% |
| 1Y | -47.1% | -0.4% | -46.7% | -55.5% |
| 3Y | -19.0% | -71.7% | +52.7% | +17.1% |
| 5Y | -83.6% | -79.1% | -4.5% | -73.0% |
| All | -70.8% | -16.0% | -54.9% | -59.8% |
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 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