+64.2%
T vs ENPH
-77.5%
+141.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.4% | +3.7% | -1.7% |
| 7D | -3.1% | +3.4% | -6.5% | -3.1% |
| 30D | +4.6% | -10.3% | +14.8% | +4.6% |
| 3M | +12.2% | -31.4% | +43.6% | +12.5% |
| 6M | -6.5% | -10.1% | +3.7% | -6.6% |
| YTD | +4.9% | +14.6% | -9.7% | +4.1% |
| 1Y | -10.5% | -3.2% | -7.3% | -11.0% |
| 3Y | +104.6% | -69.5% | +174.0% | +106.1% |
| 5Y | +64.2% | -77.2% | +141.4% | +67.2% |
| All | +64.2% | -77.5% | +141.7% | +67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling