+696.9%
P vs ENPH
+1,928.7%
-1,231.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.4% | +1.4% | -3.1% |
| 7D | +5.0% | +3.4% | +1.6% | +4.4% |
| 30D | -0.9% | -10.3% | +9.3% | +0.9% |
| 3M | +38.7% | -31.4% | +70.0% | +47.6% |
| 6M | +54.4% | -10.1% | +64.5% | +54.6% |
| YTD | +44.8% | +14.6% | +30.3% | +37.1% |
| 1Y | +22.5% | -3.2% | +25.8% | +18.7% |
| 3Y | +148.2% | -69.5% | +217.7% | +172.8% |
| 5Y | +268.9% | -77.2% | +346.2% | +306.8% |
| 10Y | +696.9% | +1,940.0% | -1,243.1% | +502.4% |
| All | +696.9% | +1,928.7% | -1,231.8% | +502.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling