+62.6%
XYZ vs ENPH
-66.2%
+128.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.7% | +5.5% | +3.1% |
| 7D | -1.1% | -8.4% | +7.4% | 0.0% |
| 30D | +11.5% | -11.2% | +22.7% | +12.9% |
| 3M | +1.8% | -36.1% | +37.9% | +7.0% |
| 6M | +21.2% | -37.9% | +59.1% | +25.9% |
| YTD | +29.9% | -18.7% | +48.6% | +28.1% |
| 1Y | +35.8% | -9.8% | +45.6% | +31.8% |
| 3Y | +62.6% | -66.8% | +129.4% | +69.3% |
| All | +62.6% | -66.2% | +128.8% | +69.3% |
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