+200.5%
P vs ENPH
-66.2%
+266.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.7% | -1.5% |
| 7D | +11.6% | -8.4% | +20.0% | +13.3% |
| 30D | -23.7% | -11.2% | -12.5% | -22.5% |
| 3M | -8.0% | -36.1% | +28.1% | -1.1% |
| 6M | +27.9% | -37.9% | +65.8% | +37.2% |
| YTD | +61.2% | -18.7% | +79.8% | +63.4% |
| 1Y | +28.6% | -9.8% | +38.4% | +28.4% |
| 3Y | +200.5% | -66.8% | +267.3% | +211.3% |
| All | +200.5% | -66.2% | +266.7% | +211.3% |
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