+72.5%
SMR vs ENPH
-69.9%
+142.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.4% | -5.9% | -5.7% |
| 7D | +4.7% | +1.5% | +3.2% | +4.3% |
| 30D | +3.2% | -12.9% | +16.1% | +9.3% |
| 3M | +9.9% | -27.1% | +37.0% | +24.2% |
| 6M | -15.1% | -15.4% | +0.3% | -10.4% |
| YTD | -27.9% | +15.0% | -43.0% | -34.9% |
| 1Y | -70.2% | -0.7% | -69.5% | -71.6% |
| All | +72.5% | -69.9% | +142.3% | +164.0% |
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