+1,940.0%
ENPH vs ARWR
+978.7%
+961.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.9% | -2.5% | -4.7% |
| 7D | +3.4% | -3.2% | +6.6% | +4.2% |
| 30D | -10.3% | -6.5% | -3.8% | -8.8% |
| 3M | -31.4% | +12.7% | -44.1% | -33.8% |
| 6M | -10.1% | +36.2% | -46.3% | -17.7% |
| YTD | +14.6% | +24.5% | -9.9% | +6.3% |
| 1Y | -3.2% | +198.0% | -201.2% | -29.6% |
| 3Y | -69.5% | +176.4% | -245.8% | -79.5% |
| 5Y | -77.2% | +26.6% | -103.8% | -82.4% |
| 10Y | +1,940.0% | +1,054.1% | +885.9% | +775.1% |
| All | +1,940.0% | +978.7% | +961.3% | +775.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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