+95.7%
QQQ vs ENPH
-77.1%
+172.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.0% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | -1.2% | -10.8% | +9.6% | +0.1% |
| 3M | -0.2% | -33.8% | +33.6% | +4.6% |
| 6M | +17.9% | -16.1% | +34.0% | +18.5% |
| YTD | +16.6% | +13.4% | +3.2% | +11.0% |
| 1Y | +23.0% | -2.6% | +25.6% | +18.8% |
| 3Y | +92.9% | -70.3% | +163.2% | +108.3% |
| All | +95.7% | -77.1% | +172.9% | +107.6% |
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