+281.3%
P vs ENPH
-78.8%
+360.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | +6.5% | -2.4% | +8.9% | +7.1% |
| 30D | +18.8% | -6.6% | +25.5% | +20.4% |
| 3M | +26.7% | -46.8% | +73.6% | +42.7% |
| 6M | +62.2% | -14.7% | +76.9% | +64.1% |
| YTD | +48.5% | +13.5% | +35.0% | +39.7% |
| 1Y | +26.4% | -0.4% | +26.8% | +21.0% |
| 3Y | +159.4% | -71.7% | +231.2% | +199.2% |
| All | +281.3% | -78.8% | +360.1% | +340.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling