-17.0%
TEAM vs ENPH
-70.0%
+53.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.4% | +6.2% | +1.2% |
| 7D | -4.7% | +3.4% | -8.0% | -5.0% |
| 30D | +17.0% | -10.3% | +27.3% | +17.9% |
| 3M | +85.9% | -31.4% | +117.3% | +90.5% |
| 6M | +116.7% | -10.1% | +126.8% | +113.4% |
| YTD | +9.6% | +14.6% | -4.9% | +4.1% |
| 1Y | -2.5% | -3.2% | +0.7% | -6.1% |
| All | -17.0% | -70.0% | +53.0% | -13.3% |
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