+162.0%
SO vs ENPH
+1,928.7%
-1,766.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | -0.6% |
| 7D | 0.0% | +3.4% | -3.3% | -0.1% |
| 30D | -2.5% | -10.3% | +7.8% | -2.2% |
| 3M | -4.2% | -31.4% | +27.2% | -3.2% |
| 6M | -7.7% | -10.1% | +2.5% | -8.0% |
| YTD | +3.8% | +14.6% | -10.8% | +2.1% |
| 1Y | +0.1% | -3.2% | +3.3% | -1.2% |
| 3Y | +44.2% | -69.5% | +113.7% | +46.3% |
| 5Y | +57.9% | -77.2% | +135.1% | +59.9% |
| 10Y | +162.0% | +1,940.0% | -1,778.0% | +129.5% |
| All | +162.0% | +1,928.7% | -1,766.8% | +129.5% |
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