+1,055.3%
DELL vs ENPH
-77.4%
+1,132.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.4% | -5.7% | -5.4% |
| 7D | -1.9% | +1.5% | -3.4% | -2.1% |
| 30D | +14.9% | -12.9% | +27.7% | +16.8% |
| 3M | +37.2% | -27.1% | +64.3% | +42.1% |
| 6M | +254.0% | -15.4% | +269.4% | +255.8% |
| YTD | +306.1% | +15.0% | +291.1% | +290.3% |
| 1Y | +312.3% | -0.7% | +313.0% | +301.0% |
| 3Y | +654.0% | -69.3% | +723.4% | +699.2% |
| 5Y | +1,055.3% | -76.7% | +1,132.0% | +1,171.8% |
| All | +1,055.3% | -77.4% | +1,132.7% | +1,171.8% |
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 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