-43.7%
SE vs ENPH
-4.6%
-39.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.4% | +1.4% | -3.7% |
| 7D | -3.6% | +3.4% | -7.0% | -3.9% |
| 30D | -5.3% | -10.3% | +5.0% | -4.6% |
| 3M | +28.1% | -31.4% | +59.5% | +30.8% |
| 6M | +20.7% | -10.1% | +30.8% | +20.5% |
| YTD | -14.8% | +14.6% | -29.4% | -20.4% |
| All | -43.7% | -4.6% | -39.1% | -46.1% |
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 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