+398.3%
CAH vs ENPH
-77.4%
+475.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.0% | -1.7% |
| 7D | -5.1% | +1.5% | -6.6% | -5.0% |
| 30D | -1.8% | -12.9% | +11.1% | -1.9% |
| 3M | +9.4% | -27.1% | +36.5% | +9.0% |
| 6M | +9.2% | -15.4% | +24.7% | +9.1% |
| YTD | +15.7% | +15.0% | +0.7% | +15.8% |
| 1Y | +59.7% | -0.7% | +60.4% | +60.0% |
| 3Y | +178.5% | -69.3% | +247.8% | +181.0% |
| 5Y | +398.3% | -76.7% | +475.0% | +410.2% |
| All | +398.3% | -77.4% | +475.7% | +410.2% |
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