+39.7%
W vs ENPH
-70.2%
+110.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.4% | +2.5% |
| 7D | -4.2% | -2.4% | -1.8% | -3.5% |
| 30D | -7.6% | -6.6% | -0.9% | -6.0% |
| 3M | +37.2% | -46.8% | +84.0% | +59.7% |
| 6M | +26.3% | -14.7% | +41.1% | +28.0% |
| YTD | -1.0% | +13.5% | -14.5% | -12.0% |
| 1Y | +20.1% | -0.4% | +20.5% | +9.8% |
| All | +39.7% | -70.2% | +110.0% | +77.5% |
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