+1,484.3%
V vs ENPH
+257.1%
+1,227.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.5% |
| 7D | -0.4% | -7.6% | +7.2% | +0.1% |
| 30D | +6.3% | -16.4% | +22.7% | +7.3% |
| 3M | +17.2% | -34.3% | +51.5% | +19.7% |
| 6M | +29.2% | -28.5% | +57.8% | +30.1% |
| YTD | +20.8% | -16.4% | +37.2% | +19.2% |
| 1Y | +25.0% | -12.8% | +37.8% | +23.0% |
| 3Y | +75.3% | -65.7% | +140.9% | +77.0% |
| 5Y | +105.8% | -89.4% | +195.2% | +120.1% |
| 10Y | +451.9% | +2,249.1% | -1,797.2% | +304.5% |
| All | +1,484.3% | +257.1% | +1,227.2% | +1,072.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling