+52.5%
V vs ENPH
-68.2%
+120.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.8% | -8.5% | -1.7% |
| 7D | -1.1% | +9.3% | -10.3% | -1.0% |
| 30D | +1.9% | -7.3% | +9.1% | +1.9% |
| 3M | +15.5% | -31.7% | +47.3% | +15.6% |
| 6M | +16.6% | -3.5% | +20.1% | +16.4% |
| YTD | +5.7% | +21.2% | -15.4% | +5.0% |
| 1Y | +8.6% | +0.1% | +8.5% | +8.0% |
| 3Y | +52.5% | -67.7% | +120.2% | +51.5% |
| All | +52.5% | -68.2% | +120.7% | +51.5% |
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 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