+105.5%
V vs ENPH
-88.1%
+193.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.3% | -0.2% |
| 7D | -0.8% | +4.1% | -4.9% | -1.0% |
| 30D | +9.5% | -11.4% | +20.9% | +9.9% |
| 3M | +16.7% | -30.5% | +47.2% | +18.2% |
| 6M | +32.9% | -20.2% | +53.2% | +32.5% |
| YTD | +21.1% | -9.3% | +30.4% | +18.6% |
| 1Y | +26.6% | -3.8% | +30.4% | +23.4% |
| 3Y | +78.4% | -61.5% | +139.9% | +75.2% |
| 5Y | +105.5% | -87.9% | +193.3% | +112.3% |
| All | +105.5% | -88.1% | +193.5% | +112.3% |
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 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