+47.9%
SW vs ENPH
-65.1%
+112.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.7% |
| 7D | +2.3% | +11.0% | -8.7% | +0.7% |
| 30D | +6.8% | -15.0% | +21.8% | +8.8% |
| 3M | -5.2% | -28.2% | +23.1% | -1.3% |
| 6M | +7.4% | -20.5% | +27.9% | +8.7% |
| YTD | +17.4% | -11.2% | +28.6% | +14.9% |
| 1Y | +27.1% | -8.7% | +35.8% | +23.7% |
| 3Y | +47.9% | -63.6% | +111.5% | +53.7% |
| All | +47.9% | -65.1% | +112.9% | +53.7% |
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