+4.3%
ROL vs ENPH
-63.2%
+67.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.6% | -0.2% |
| 7D | +3.4% | -9.1% | +12.5% | +3.6% |
| 30D | +20.8% | -15.8% | +36.5% | +21.0% |
| 3M | +3.7% | -32.5% | +36.2% | +4.2% |
| 6M | -27.7% | -24.2% | -3.5% | -28.1% |
| YTD | -34.9% | -13.8% | -21.2% | -35.7% |
| 1Y | -33.3% | -15.8% | -17.5% | -34.0% |
| 3Y | +4.3% | -64.6% | +68.9% | +3.9% |
| All | +4.3% | -63.2% | +67.5% | +3.9% |
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 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