+147.8%
SW vs ENPH
+1,909.4%
-1,761.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | -5.1% | -2.4% | -2.7% | -4.9% |
| 30D | -4.6% | -6.6% | +2.0% | -4.2% |
| 3M | +9.4% | -46.8% | +56.2% | +13.4% |
| 6M | +3.5% | -14.7% | +18.3% | +3.7% |
| YTD | +22.0% | +13.5% | +8.6% | +19.8% |
| 1Y | +2.2% | -0.4% | +2.6% | +0.9% |
| 3Y | +19.6% | -71.7% | +91.3% | +22.8% |
| 5Y | -2.3% | -79.1% | +76.8% | +0.4% |
| All | +147.8% | +1,909.4% | -1,761.6% | +121.9% |
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