+9.4%
EIX vs ENPH
-14.3%
+23.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -0.6% |
| 7D | -2.5% | -10.3% | +7.8% | -2.2% |
| 30D | +7.7% | -10.1% | +17.8% | +8.0% |
| 3M | -12.9% | -33.1% | +20.2% | -12.0% |
| 6M | -12.7% | -24.8% | +12.2% | -12.7% |
| YTD | +5.5% | -11.7% | +17.2% | +2.7% |
| 1Y | +9.4% | -8.2% | +17.6% | +6.1% |
| All | +9.4% | -14.3% | +23.7% | +6.1% |
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