+494.0%
TEAM vs ENPH
+1,936.5%
-1,442.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +1.0% |
| 7D | -7.8% | +1.5% | -9.3% | -8.1% |
| 30D | +16.5% | -12.9% | +29.4% | +18.9% |
| 3M | +96.2% | -27.1% | +123.3% | +104.3% |
| 6M | +130.2% | -15.4% | +145.6% | +128.2% |
| YTD | +10.7% | +15.0% | -4.3% | +2.0% |
| 1Y | +3.0% | -0.7% | +3.7% | -3.4% |
| 3Y | -13.1% | -69.3% | +56.3% | -7.1% |
| 5Y | -52.7% | -76.7% | +24.0% | -47.3% |
| All | +494.0% | +1,936.5% | -1,442.5% | +277.8% |
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