+0.8%
ROL vs ENPH
-68.2%
+69.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.8% | -9.3% | -2.7% |
| 7D | -3.4% | +9.3% | -12.7% | -3.6% |
| 30D | -6.9% | -7.3% | +0.3% | -6.8% |
| 3M | -24.6% | -31.7% | +7.1% | -24.1% |
| 6M | -39.5% | -3.5% | -36.1% | -40.1% |
| YTD | -41.1% | +21.2% | -62.3% | -42.1% |
| 1Y | -37.9% | +0.1% | -38.0% | -38.7% |
| 3Y | +0.8% | -67.7% | +68.5% | +5.1% |
| All | +0.8% | -68.2% | +69.0% | +5.1% |
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 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