+84.9%
VUG vs ENPH
-70.0%
+154.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.4% | +4.9% | -0.1% |
| 7D | +0.1% | +3.4% | -3.3% | -0.2% |
| 30D | -1.7% | -10.3% | +8.6% | -1.0% |
| 3M | +2.8% | -31.4% | +34.2% | +5.2% |
| 6M | +13.6% | -10.1% | +23.7% | +13.4% |
| YTD | +8.1% | +14.6% | -6.5% | +5.6% |
| 1Y | +13.1% | -3.2% | +16.3% | +11.4% |
| All | +84.9% | -70.0% | +154.9% | +93.3% |
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 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