+1,611.5%
TER vs ENPH
+277.3%
+1,334.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.4% | +5.9% | +7.9% |
| 7D | +5.9% | -10.3% | +16.2% | +7.9% |
| 30D | -30.8% | -10.1% | -20.6% | -29.8% |
| 3M | -29.9% | -33.1% | +3.1% | -25.8% |
| 6M | -27.5% | -24.8% | -2.6% | -24.6% |
| YTD | +37.5% | -11.7% | +49.2% | +37.6% |
| 1Y | +50.3% | -8.2% | +58.5% | +49.6% |
| 3Y | +204.9% | -63.7% | +268.6% | +230.5% |
| 5Y | +89.2% | -88.7% | +177.9% | +132.0% |
| 10Y | +1,077.0% | +2,382.5% | -1,305.5% | +701.9% |
| All | +1,611.5% | +277.3% | +1,334.2% | +1,126.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling