-63.2%
ADBE vs ENPH
-89.7%
+26.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.7% | +4.6% | +2.2% |
| 7D | +1.6% | -8.4% | +10.0% | +2.5% |
| 30D | +1.0% | -11.2% | +12.2% | +1.9% |
| 3M | -10.1% | -36.1% | +25.9% | -6.2% |
| 6M | +3.0% | -37.9% | +40.9% | +5.2% |
| YTD | -30.5% | -18.7% | -11.9% | -33.5% |
| 1Y | -27.1% | -9.8% | -17.3% | -31.4% |
| 3Y | -58.8% | -66.8% | +8.0% | -59.8% |
| All | -63.2% | -89.7% | +26.6% | -46.4% |
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