-69.9%
ENPH vs A
+29.6%
-99.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.4% | -4.0% | -4.6% |
| 7D | +3.4% | -4.4% | +7.8% | +6.0% |
| 30D | -10.3% | -2.7% | -7.6% | -8.8% |
| 3M | -31.4% | +7.0% | -38.4% | -34.3% |
| 6M | -10.1% | +24.6% | -34.8% | -22.5% |
| YTD | +14.6% | +7.0% | +7.6% | +8.9% |
| 1Y | -3.2% | +15.6% | -18.8% | -12.9% |
| All | -69.9% | +29.6% | -99.5% | -77.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling