+1,802.9%
TER vs ENPH
+1,936.5%
-133.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -3.9% | -3.6% |
| 7D | +9.4% | +1.5% | +7.9% | +9.0% |
| 30D | -2.4% | -12.9% | +10.4% | -0.1% |
| 3M | +6.5% | -27.1% | +33.7% | +13.3% |
| 6M | +23.2% | -15.4% | +38.6% | +26.6% |
| YTD | +91.5% | +15.0% | +76.5% | +83.1% |
| 1Y | +214.8% | -0.7% | +215.5% | +206.4% |
| 3Y | +275.3% | -69.3% | +344.7% | +322.4% |
| 5Y | +211.9% | -76.7% | +288.6% | +255.3% |
| All | +1,802.9% | +1,936.5% | -133.5% | +1,363.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling