+16.7%
BABA vs ENPH
+2,033.5%
-2,016.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.8% | -7.3% | -1.3% |
| 7D | -0.2% | +9.3% | -9.4% | -1.3% |
| 30D | -12.3% | -7.3% | -5.0% | -11.6% |
| 3M | -5.3% | -31.7% | +26.4% | -1.5% |
| 6M | -13.1% | -3.5% | -9.6% | -14.6% |
| YTD | -22.4% | +21.2% | -43.6% | -26.8% |
| 1Y | -19.5% | +0.1% | -19.5% | -22.5% |
| 3Y | +32.9% | -67.7% | +100.6% | +39.7% |
| 5Y | -29.9% | -76.2% | +46.4% | -25.6% |
| 10Y | +16.7% | +2,057.2% | -2,040.5% | -12.9% |
| All | +16.7% | +2,033.5% | -2,016.8% | -12.9% |
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