+27.2%
P vs ENPH
-1.9%
+29.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.8% | -5.1% | +0.2% |
| 7D | +7.8% | +9.3% | -1.4% | +5.8% |
| 30D | +12.3% | -7.3% | +19.6% | +14.0% |
| 3M | +37.1% | -31.7% | +68.8% | +46.2% |
| 6M | +66.1% | -3.5% | +69.6% | +65.7% |
| YTD | +50.9% | +21.2% | +29.8% | +43.3% |
| 1Y | +27.2% | +0.1% | +27.2% | +21.7% |
| All | +27.2% | -1.9% | +29.1% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling