+254.8%
SPOT vs ENPH
+761.0%
-506.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.8% | -9.3% | -3.6% |
| 7D | -2.9% | +9.3% | -12.1% | -4.3% |
| 30D | +8.3% | -7.3% | +15.6% | +9.3% |
| 3M | +5.1% | -31.7% | +36.8% | +10.5% |
| 6M | -6.5% | -3.5% | -3.0% | -9.1% |
| YTD | -9.0% | +21.2% | -30.1% | -17.4% |
| 1Y | -26.4% | +0.1% | -26.5% | -31.5% |
| 3Y | +240.0% | -67.7% | +307.7% | +258.5% |
| 5Y | +111.7% | -76.2% | +188.0% | +128.1% |
| All | +254.8% | +761.0% | -506.2% | +107.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling