+195.5%
W vs ENPH
+91.4%
+104.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.4% | +2.8% | -1.3% |
| 7D | -1.7% | -7.6% | +5.9% | +0.2% |
| 30D | +3.2% | -16.4% | +19.6% | +7.0% |
| 3M | +8.3% | -34.3% | +42.6% | +18.6% |
| 6M | +84.3% | -28.5% | +112.8% | +94.5% |
| YTD | +11.0% | -16.4% | +27.5% | +7.5% |
| 1Y | -0.2% | -12.8% | +12.6% | -4.6% |
| 3Y | +157.9% | -65.7% | +223.6% | +192.7% |
| 5Y | -56.8% | -89.4% | +32.6% | -37.2% |
| 10Y | +212.2% | +2,249.1% | -2,036.9% | +130.8% |
| All | +195.5% | +91.4% | +104.1% | +141.1% |
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