+4.6%
OWL vs ENPH
-70.0%
+74.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.4% | +2.2% | -2.7% |
| 7D | -6.4% | +3.4% | -9.8% | -6.7% |
| 30D | -5.0% | -10.3% | +5.3% | -4.0% |
| 3M | +15.4% | -31.4% | +46.8% | +19.1% |
| 6M | +15.5% | -10.1% | +25.6% | +14.9% |
| YTD | -22.7% | +14.6% | -37.2% | -25.0% |
| 1Y | -34.1% | -3.2% | -30.8% | -35.4% |
| All | +4.6% | -70.0% | +74.6% | +12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling