-2.6%
ENPH vs A
+18.0%
-20.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.7% | -4.0% | -2.5% |
| 7D | -0.1% | -2.6% | +2.6% | +1.0% |
| 30D | -10.8% | -0.9% | -10.0% | -10.4% |
| 3M | -33.8% | +13.6% | -47.5% | -37.3% |
| 6M | -16.1% | +27.8% | -44.0% | -25.4% |
| YTD | +13.4% | +8.6% | +4.8% | +10.1% |
| 1Y | -2.6% | +16.9% | -19.5% | -6.9% |
| All | -2.6% | +18.0% | -20.6% | -6.9% |
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