+784.6%
STRL vs ENPH
-88.2%
+872.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.2% | +3.8% |
| 7D | -26.9% | +11.0% | -37.9% | -28.2% |
| 30D | -52.7% | -15.0% | -37.7% | -51.6% |
| 3M | -52.8% | -28.2% | -24.6% | -50.5% |
| 6M | -71.5% | -20.5% | -51.0% | -70.5% |
| YTD | -17.4% | -11.2% | -6.3% | -16.5% |
| 1Y | -35.0% | -8.7% | -26.3% | -34.4% |
| 3Y | +239.2% | -63.6% | +302.8% | +257.5% |
| All | +784.6% | -88.2% | +872.8% | +970.7% |
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