+395.5%
ENPH vs A
+432.3%
-36.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.3% |
| 7D | -2.4% | -1.9% | -0.4% | -0.9% |
| 30D | -6.6% | +6.9% | -13.5% | -11.2% |
| 3M | -46.8% | +9.2% | -56.1% | -50.5% |
| 6M | -14.7% | +25.7% | -40.4% | -30.5% |
| YTD | +13.5% | +11.5% | +1.9% | +1.4% |
| 1Y | -0.4% | +18.4% | -18.8% | -15.7% |
| 3Y | -71.7% | +26.6% | -98.4% | -78.2% |
| 5Y | -79.1% | -12.8% | -66.3% | -78.4% |
| 10Y | +1,898.4% | +247.2% | +1,651.2% | +547.0% |
| All | +395.5% | +432.3% | -36.8% | +8.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling