-76.2%
ENPH vs ARWR
+29.5%
-105.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.4% | +8.2% | +7.1% |
| 7D | +9.3% | +2.9% | +6.4% | +8.4% |
| 30D | -7.3% | -2.9% | -4.4% | -6.6% |
| 3M | -31.7% | +15.2% | -47.0% | -34.7% |
| 6M | -3.5% | +42.3% | -45.8% | -13.2% |
| YTD | +21.2% | +28.2% | -7.0% | +10.9% |
| 1Y | +0.1% | +213.2% | -213.2% | -30.7% |
| 3Y | -67.7% | +184.6% | -252.4% | -79.7% |
| 5Y | -76.2% | +29.2% | -105.5% | -81.0% |
| All | -76.2% | +29.5% | -105.8% | -81.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling