+180.2%
CAH vs ENPH
-70.0%
+250.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.4% | +5.2% | -0.4% |
| 7D | -2.2% | +3.4% | -5.6% | -2.1% |
| 30D | +1.2% | -10.3% | +11.5% | +0.8% |
| 3M | +13.1% | -31.4% | +44.5% | +11.8% |
| 6M | +8.5% | -10.1% | +18.6% | +8.6% |
| YTD | +17.6% | +14.6% | +3.0% | +19.2% |
| 1Y | +60.7% | -3.2% | +63.9% | +62.4% |
| All | +180.2% | -70.0% | +250.1% | +184.3% |
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