+49.3%
SW vs ENPH
-64.4%
+113.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.2% | +6.7% | -0.4% |
| 7D | +4.7% | +12.0% | -7.4% | +2.9% |
| 30D | +5.0% | -14.6% | +19.6% | +6.9% |
| 3M | -7.3% | -25.6% | +18.3% | -4.0% |
| 6M | +15.0% | -19.6% | +34.6% | +16.2% |
| YTD | +18.5% | -9.6% | +28.1% | +15.7% |
| 1Y | +27.1% | -10.0% | +37.2% | +24.0% |
| All | +49.3% | -64.4% | +113.7% | +54.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling