+252.8%
SPOT vs ENPH
+706.0%
-453.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.0% |
| 7D | -3.1% | -0.1% | -3.0% | -3.2% |
| 30D | +7.4% | -10.8% | +18.2% | +9.1% |
| 3M | +8.2% | -33.8% | +42.0% | +14.5% |
| 6M | +2.2% | -16.1% | +18.3% | +1.7% |
| YTD | -9.5% | +13.4% | -22.9% | -17.0% |
| 1Y | -23.8% | -2.6% | -21.2% | -28.9% |
| 3Y | +233.5% | -70.3% | +303.7% | +256.5% |
| 5Y | +112.2% | -77.0% | +189.2% | +129.7% |
| All | +252.8% | +706.0% | -453.2% | +108.6% |
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