-62.3%
W vs ENPH
-77.5%
+15.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.4% | +5.6% | +2.2% |
| 7D | +5.9% | +3.4% | +2.5% | +4.4% |
| 30D | -3.0% | -10.3% | +7.2% | +0.6% |
| 3M | +40.3% | -31.4% | +71.7% | +59.7% |
| 6M | +32.2% | -10.1% | +42.4% | +30.2% |
| YTD | -0.3% | +14.6% | -14.9% | -17.5% |
| 1Y | +16.2% | -3.2% | +19.4% | +1.1% |
| 3Y | +40.7% | -69.5% | +110.2% | +81.8% |
| 5Y | -62.3% | -77.2% | +14.9% | -42.4% |
| All | -62.3% | -77.5% | +15.2% | -42.4% |
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