-66.8%
ENPH vs A
+64.5%
-131.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.9% |
| 7D | -8.4% | -0.5% | -8.0% | -8.1% |
| 30D | -11.2% | 0.0% | -11.2% | -11.4% |
| 3M | -36.1% | +16.7% | -52.8% | -41.7% |
| 6M | -37.9% | +54.8% | -92.8% | -52.6% |
| YTD | -18.7% | +28.8% | -47.5% | -30.6% |
| 1Y | -9.8% | +19.3% | -29.1% | -19.3% |
| 3Y | -66.8% | +65.5% | -132.3% | -76.6% |
| All | -66.8% | +64.5% | -131.3% | -76.6% |
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