+190.5%
P vs ENPH
-62.5%
+253.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.1% | +4.2% | +5.9% |
| 7D | -9.6% | +4.1% | -13.7% | -10.0% |
| 30D | -33.4% | -11.4% | -22.1% | -32.2% |
| 3M | +14.2% | -30.5% | +44.8% | +21.1% |
| 6M | +31.6% | -20.2% | +51.8% | +35.6% |
| YTD | +53.5% | -9.3% | +62.7% | +52.8% |
| 1Y | +14.2% | -3.8% | +18.0% | +12.7% |
| 3Y | +190.5% | -61.5% | +252.0% | +185.2% |
| All | +190.5% | -62.5% | +253.0% | +185.2% |
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