+7.0%
DXCM vs ENPH
-5.7%
+12.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.4% | +4.7% | -0.5% |
| 7D | -6.5% | +3.4% | -9.9% | -6.6% |
| 30D | -4.3% | -10.3% | +6.0% | -3.9% |
| 3M | +7.3% | -31.4% | +38.7% | +9.0% |
| 6M | +22.0% | -10.1% | +32.2% | +20.2% |
| YTD | +26.4% | +14.6% | +11.8% | +22.6% |
| 1Y | +7.0% | -3.2% | +10.2% | +6.3% |
| All | +7.0% | -5.7% | +12.6% | +6.3% |
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 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