+192.5%
SHEL vs ENPH
-77.4%
+269.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.4% |
| 7D | +3.9% | +1.5% | +2.4% | +3.8% |
| 30D | +7.0% | -12.9% | +19.8% | +7.7% |
| 3M | +12.5% | -27.1% | +39.6% | +14.1% |
| 6M | +14.8% | -15.4% | +30.2% | +14.5% |
| YTD | +34.2% | +15.0% | +19.2% | +30.4% |
| 1Y | +37.0% | -0.7% | +37.7% | +34.0% |
| 3Y | +70.9% | -69.3% | +140.2% | +76.2% |
| 5Y | +192.5% | -76.7% | +269.2% | +205.2% |
| All | +192.5% | -77.4% | +269.9% | +205.2% |
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