+78.4%
V vs ENPH
-62.5%
+140.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.3% | -0.1% |
| 7D | -0.8% | +4.1% | -4.9% | -0.8% |
| 30D | +9.5% | -11.4% | +20.9% | +9.5% |
| 3M | +16.7% | -30.5% | +47.2% | +16.5% |
| 6M | +32.9% | -20.2% | +53.2% | +32.3% |
| YTD | +21.1% | -9.3% | +30.4% | +20.2% |
| 1Y | +26.6% | -3.8% | +30.4% | +25.5% |
| 3Y | +78.4% | -61.5% | +139.9% | +74.4% |
| All | +78.4% | -62.5% | +140.8% | +74.4% |
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