-34.1%
ROL vs ENPH
-14.0%
-20.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.4% | +3.9% | -1.4% |
| 7D | -1.7% | -7.6% | +5.9% | -1.6% |
| 30D | +18.5% | -16.4% | +34.9% | +18.5% |
| 3M | +4.3% | -34.3% | +38.7% | +4.3% |
| 6M | -27.7% | -28.5% | +0.8% | -29.2% |
| YTD | -35.8% | -16.4% | -19.3% | -37.2% |
| 1Y | -34.1% | -12.8% | -21.3% | -35.9% |
| All | -34.1% | -14.0% | -20.1% | -35.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling