+15.8%
BABA vs ENPH
+2,696.2%
-2,680.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.1% | -5.9% | -4.0% |
| 7D | +3.8% | +4.1% | -0.3% | +3.2% |
| 30D | -5.4% | -11.4% | +6.0% | -4.4% |
| 3M | -17.9% | -30.5% | +12.6% | -14.8% |
| 6M | -24.1% | -20.2% | -3.9% | -23.8% |
| YTD | -27.4% | -9.3% | -18.2% | -29.5% |
| 1Y | -36.1% | -3.8% | -32.3% | -38.5% |
| 3Y | +35.4% | -61.5% | +96.9% | +38.6% |
| 5Y | -30.1% | -87.9% | +57.8% | -20.3% |
| 10Y | +15.8% | +2,519.8% | -2,504.0% | -14.8% |
| All | +15.8% | +2,696.2% | -2,680.3% | -14.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling