+562.3%
SE vs ENPH
+2,757.4%
-2,195.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | -4.8% | +1.5% | -6.3% | -5.1% |
| 30D | -18.1% | -12.9% | -5.3% | -15.8% |
| 3M | +30.6% | -27.1% | +57.7% | +38.1% |
| 6M | +20.8% | -15.4% | +36.2% | +20.1% |
| YTD | -15.6% | +15.0% | -30.6% | -24.0% |
| 1Y | -44.2% | -0.7% | -43.5% | -48.5% |
| 3Y | +181.5% | -69.3% | +250.9% | +205.0% |
| 5Y | -66.9% | -76.7% | +9.8% | -62.2% |
| All | +562.3% | +2,757.4% | -2,195.1% | +315.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling