+66.9%
T vs ENPH
+1,936.5%
-1,869.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.6% |
| 7D | -2.4% | +1.5% | -4.0% | -2.5% |
| 30D | +4.3% | -12.9% | +17.1% | +4.6% |
| 3M | +11.6% | -27.1% | +38.7% | +12.2% |
| 6M | -5.6% | -15.4% | +9.9% | -5.7% |
| YTD | +6.6% | +15.0% | -8.4% | +5.3% |
| 1Y | -8.4% | -0.7% | -7.7% | -9.2% |
| 3Y | +107.8% | -69.3% | +177.2% | +109.9% |
| 5Y | +68.3% | -76.7% | +145.0% | +69.3% |
| All | +66.9% | +1,936.5% | -1,869.5% | +54.1% |
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