+219.1%
TER vs ENPH
-77.3%
+296.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.8% | -2.6% | +2.4% |
| 7D | +11.0% | +9.3% | +1.7% | +8.4% |
| 30D | -1.9% | -7.3% | +5.4% | -0.1% |
| 3M | -0.7% | -31.7% | +31.1% | +9.8% |
| 6M | +36.4% | -3.5% | +39.8% | +37.0% |
| YTD | +92.4% | +21.2% | +71.3% | +78.1% |
| 1Y | +213.5% | +0.1% | +213.5% | +200.6% |
| 3Y | +277.2% | -67.7% | +344.9% | +343.1% |
| 5Y | +219.1% | -76.2% | +295.4% | +263.2% |
| All | +219.1% | -77.3% | +296.5% | +263.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling