+309.7%
SN vs ENPH
-76.2%
+385.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.4% | +2.1% | -2.7% |
| 7D | -3.4% | +3.4% | -6.8% | -3.8% |
| 30D | -9.1% | -10.3% | +1.2% | -8.0% |
| 3M | +31.8% | -31.4% | +63.1% | +37.1% |
| 6M | +52.0% | -10.1% | +62.2% | +51.3% |
| YTD | +51.3% | +14.6% | +36.7% | +44.0% |
| 1Y | +46.9% | -3.2% | +50.1% | +42.1% |
| 3Y | +394.9% | -69.5% | +464.4% | +413.9% |
| All | +309.7% | -76.2% | +385.8% | +250.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling