+65.5%
T vs ENPH
-66.2%
+131.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | 0.0% |
| 7D | +2.5% | -8.4% | +11.0% | +2.5% |
| 30D | -3.8% | -11.2% | +7.4% | -3.8% |
| 3M | -8.7% | -36.1% | +27.3% | -8.9% |
| 6M | -8.1% | -37.9% | +29.8% | -8.3% |
| YTD | -6.4% | -18.7% | +12.2% | -7.0% |
| 1Y | -9.8% | -9.8% | +0.1% | -10.4% |
| 3Y | +65.5% | -66.8% | +132.3% | +62.1% |
| All | +65.5% | -66.2% | +131.7% | +62.1% |
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 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