+182.7%
SW vs ENPH
+2,272.5%
-2,089.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.8% |
| 7D | +2.3% | +11.0% | -8.7% | +1.5% |
| 30D | +6.8% | -15.0% | +21.8% | +7.8% |
| 3M | -5.2% | -28.2% | +23.0% | -3.3% |
| 6M | +7.4% | -20.5% | +27.9% | +8.2% |
| YTD | +17.4% | -11.2% | +28.6% | +16.8% |
| 1Y | +27.1% | -8.7% | +35.8% | +26.1% |
| 3Y | +47.9% | -63.6% | +111.4% | +51.2% |
| 5Y | -2.6% | -88.0% | +85.5% | +2.7% |
| All | +182.7% | +2,272.5% | -2,089.8% | +157.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling