+1,872.3%
TER vs ENPH
+1,928.7%
-56.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.4% | +8.6% | +4.2% |
| 7D | +12.4% | +3.4% | +9.0% | +11.6% |
| 30D | +5.1% | -10.3% | +15.4% | +7.1% |
| 3M | +4.0% | -31.4% | +35.3% | +11.8% |
| 6M | +29.5% | -10.1% | +39.7% | +31.8% |
| YTD | +98.5% | +14.6% | +83.9% | +89.9% |
| 1Y | +234.1% | -3.2% | +237.3% | +226.7% |
| 3Y | +289.0% | -69.5% | +358.5% | +338.2% |
| 5Y | +228.2% | -77.2% | +305.4% | +275.1% |
| All | +1,872.3% | +1,928.7% | -56.4% | +1,418.5% |
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