+277.2%
TER vs ENPH
-68.2%
+345.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.8% | -2.6% | +2.6% |
| 7D | +11.0% | +9.3% | +1.7% | +8.6% |
| 30D | -1.9% | -7.3% | +5.4% | -0.3% |
| 3M | -0.7% | -31.7% | +31.1% | +8.5% |
| 6M | +36.4% | -3.5% | +39.8% | +37.7% |
| YTD | +92.4% | +21.2% | +71.3% | +82.7% |
| 1Y | +213.5% | +0.1% | +213.5% | +206.1% |
| 3Y | +277.2% | -67.7% | +344.9% | +332.3% |
| All | +277.2% | -68.2% | +345.4% | +332.3% |
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