+4,889.6%
STRL vs ENPH
+384.9%
+4,504.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.6% | +5.7% |
| 7D | +3.4% | -2.4% | +5.8% | +3.7% |
| 30D | -9.2% | -6.6% | -2.6% | -8.6% |
| 3M | -51.0% | -46.8% | -4.2% | -47.6% |
| 6M | +15.8% | -14.7% | +30.5% | +17.6% |
| YTD | +58.9% | +13.5% | +45.4% | +55.3% |
| 1Y | +68.5% | -0.4% | +68.9% | +66.3% |
| 3Y | +485.2% | -71.7% | +557.0% | +524.7% |
| 5Y | +2,005.1% | -79.1% | +2,084.2% | +2,141.6% |
| 10Y | +7,118.0% | +1,898.4% | +5,219.6% | +4,903.8% |
| All | +4,889.6% | +384.9% | +4,504.7% | +3,226.5% |
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