+8.8%
ENPH vs A
+24.4%
-15.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +3.4% |
| 7D | +26.3% | -2.4% | +28.6% | +27.1% |
| 30D | -5.7% | +3.6% | -9.3% | -7.0% |
| 3M | -24.5% | +27.5% | -51.9% | -31.1% |
| 6M | -3.0% | +58.5% | -61.5% | -20.2% |
| YTD | -1.6% | +31.2% | -32.7% | -9.8% |
| 1Y | +8.8% | +22.2% | -13.4% | +2.4% |
| All | +8.8% | +24.4% | -15.6% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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