+2,057.2%
ENPH vs ALLE
+148.2%
+1,909.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.7% | +7.4% | +7.2% |
| 7D | +9.3% | +2.8% | +6.5% | +7.3% |
| 30D | -7.3% | -7.6% | +0.4% | -2.2% |
| 3M | -31.7% | +22.8% | -54.5% | -40.8% |
| 6M | -3.5% | +4.6% | -8.1% | -7.3% |
| YTD | +21.2% | -1.2% | +22.4% | +20.2% |
| 1Y | +0.1% | -9.1% | +9.2% | +4.9% |
| 3Y | -67.7% | +50.0% | -117.7% | -75.8% |
| 5Y | -76.2% | +15.2% | -91.5% | -79.4% |
| 10Y | +2,057.2% | +151.1% | +1,906.1% | +1,044.2% |
| All | +2,057.2% | +148.2% | +1,909.0% | +1,044.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling