+44.6%
DXCM vs ENPH
+8.1%
+36.5%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.7% | +2.9% | +6.5% |
| 7D | +12.5% | +26.3% | -13.7% | +11.5% |
| 30D | +1.8% | -5.7% | +7.5% | +1.9% |
| 3M | +1.8% | -24.5% | +26.2% | +2.6% |
| 6M | +47.4% | -3.0% | +50.4% | +43.9% |
| YTD | +33.3% | -1.6% | +34.9% | +31.4% |
| 1Y | +44.6% | +8.8% | +35.9% | +44.1% |
| All | +44.6% | +8.1% | +36.5% | +44.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling