+485.4%
P vs ENPH
+687.2%
-201.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | +6.5% | -2.4% | +8.9% | +7.0% |
| 30D | +18.8% | -6.6% | +25.5% | +20.1% |
| 3M | +26.7% | -46.8% | +73.6% | +39.8% |
| 6M | +62.2% | -14.7% | +76.9% | +63.8% |
| YTD | +48.5% | +13.5% | +35.0% | +41.4% |
| 1Y | +26.4% | -0.4% | +26.8% | +22.1% |
| 3Y | +159.4% | -71.7% | +231.2% | +186.9% |
| 5Y | +275.8% | -79.1% | +354.9% | +317.4% |
| 10Y | +732.0% | +1,898.4% | -1,166.3% | +461.4% |
| All | +485.4% | +687.2% | -201.9% | +291.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling