+236.5%
SU vs ENPH
+391.5%
-155.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | +1.7% | +1.5% | +0.1% | +1.5% |
| 30D | +9.6% | -12.9% | +22.5% | +10.8% |
| 3M | +11.7% | -27.1% | +38.8% | +14.1% |
| 6M | +21.9% | -15.4% | +37.4% | +21.7% |
| YTD | +58.6% | +15.0% | +43.6% | +52.7% |
| 1Y | +66.5% | -0.7% | +67.2% | +61.6% |
| 3Y | +121.4% | -69.3% | +190.8% | +129.3% |
| 5Y | +355.7% | -76.7% | +432.4% | +368.3% |
| 10Y | +264.2% | +1,947.8% | -1,683.6% | +147.2% |
| All | +236.5% | +391.5% | -155.0% | +131.2% |
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 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