+78.5%
SPY vs ENPH
-68.2%
+146.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.8% | -7.3% | -1.0% |
| 7D | +0.5% | +9.3% | -8.7% | 0.0% |
| 30D | -0.9% | -7.3% | +6.3% | -0.5% |
| 3M | +3.9% | -31.7% | +35.6% | +6.1% |
| 6M | +14.5% | -3.5% | +18.0% | +13.7% |
| YTD | +12.9% | +21.2% | -8.2% | +9.8% |
| 1Y | +19.4% | +0.1% | +19.3% | +17.2% |
| 3Y | +78.5% | -67.7% | +146.2% | +84.2% |
| All | +78.5% | -68.2% | +146.7% | +84.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling