+11.9%
U vs ENPH
-70.0%
+81.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.4% | +4.9% | +0.7% |
| 7D | +4.4% | +3.4% | +1.0% | +3.6% |
| 30D | -1.3% | -10.3% | +9.0% | +0.9% |
| 3M | +49.6% | -31.4% | +81.0% | +60.8% |
| 6M | +100.2% | -10.1% | +110.3% | +94.7% |
| YTD | -3.7% | +14.6% | -18.3% | -13.9% |
| 1Y | -6.5% | -3.2% | -3.3% | -13.0% |
| All | +11.9% | -70.0% | +81.9% | +30.3% |
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