-77.8%
SE vs ENPH
-88.0%
+10.2%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.4% | -6.0% | -4.2% |
| 7D | -7.7% | -10.3% | +2.6% | -5.4% |
| 30D | -22.8% | -10.1% | -12.7% | -21.5% |
| 3M | -43.7% | -33.1% | -10.6% | -38.8% |
| 6M | -12.8% | -24.8% | +12.0% | -11.7% |
| YTD | -42.0% | -11.7% | -30.3% | -46.7% |
| 1Y | -48.0% | -8.2% | -39.8% | -52.8% |
| 3Y | +62.7% | -63.7% | +126.4% | +54.8% |
| 5Y | -77.8% | -88.7% | +10.9% | -70.9% |
| All | -77.8% | -88.0% | +10.2% | -70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling