+67.1%
V vs ENPH
-77.3%
+144.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.8% | -8.5% | -1.9% |
| 7D | -1.1% | +9.3% | -10.3% | -1.4% |
| 30D | +1.9% | -7.3% | +9.1% | +2.1% |
| 3M | +15.5% | -31.7% | +47.3% | +16.9% |
| 6M | +16.6% | -3.5% | +20.1% | +15.6% |
| YTD | +5.7% | +21.2% | -15.4% | +3.0% |
| 1Y | +8.6% | +0.1% | +8.5% | +6.6% |
| 3Y | +52.5% | -67.7% | +120.2% | +55.5% |
| 5Y | +67.1% | -76.2% | +143.4% | +74.2% |
| All | +67.1% | -77.3% | +144.5% | +74.2% |
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