+108.2%
T vs ENPH
-68.2%
+176.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.8% | -7.1% | -0.3% |
| 7D | -1.5% | +9.3% | -10.8% | -1.5% |
| 30D | +7.6% | -7.3% | +14.9% | +7.6% |
| 3M | +15.3% | -31.7% | +47.0% | +15.4% |
| 6M | -8.5% | -3.5% | -5.0% | -8.6% |
| YTD | +6.8% | +21.2% | -14.4% | +6.2% |
| 1Y | -7.2% | +0.1% | -7.3% | -7.6% |
| 3Y | +108.2% | -67.7% | +176.0% | +107.2% |
| All | +108.2% | -68.2% | +176.4% | +107.2% |
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