+110.6%
SPOT vs ENPH
-77.4%
+188.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -6.9% | +1.5% | -8.4% | -7.1% |
| 30D | +4.1% | -12.9% | +17.0% | +6.1% |
| 3M | +3.7% | -27.1% | +30.8% | +7.7% |
| 6M | -1.6% | -15.4% | +13.8% | -2.2% |
| YTD | -10.2% | +15.0% | -25.2% | -18.2% |
| 1Y | -25.9% | -0.7% | -25.2% | -31.2% |
| 3Y | +235.6% | -69.3% | +304.9% | +265.0% |
| 5Y | +110.6% | -76.7% | +187.3% | +101.3% |
| All | +110.6% | -77.4% | +188.0% | +101.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling