+4,770.1%
DELL vs ENPH
+2,010.3%
+2,759.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.8% | -4.9% | +1.1% |
| 7D | +25.6% | +9.3% | +16.4% | +24.3% |
| 30D | +17.7% | -7.3% | +24.9% | +18.5% |
| 3M | +33.4% | -31.7% | +65.2% | +39.0% |
| 6M | +266.2% | -3.5% | +269.7% | +262.6% |
| YTD | +328.0% | +21.2% | +306.8% | +309.6% |
| 1Y | +339.6% | +0.1% | +339.5% | +327.8% |
| 3Y | +694.6% | -67.7% | +762.3% | +735.0% |
| 5Y | +1,122.0% | -76.2% | +1,198.2% | +1,176.3% |
| 10Y | +4,062.5% | +2,057.2% | +2,005.3% | +2,932.1% |
| All | +4,770.1% | +2,010.3% | +2,759.8% | +3,455.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling