+101.7%
SMR vs ENPH
-66.2%
+168.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.7% | -0.7% | -2.3% |
| 7D | -8.3% | -8.4% | +0.2% | -5.1% |
| 30D | -20.1% | -11.2% | -8.9% | -17.3% |
| 3M | -52.7% | -36.1% | -16.6% | -44.4% |
| 6M | -61.0% | -37.9% | -23.1% | -53.7% |
| YTD | -67.1% | -18.7% | -48.5% | -65.6% |
| 1Y | -79.9% | -9.8% | -70.0% | -79.6% |
| 3Y | +101.7% | -66.8% | +168.5% | +147.0% |
| All | +101.7% | -66.2% | +168.0% | +147.0% |
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