+429.0%
ENPH vs DKS
+280.1%
+148.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -4.9% | +11.6% | +8.5% |
| 7D | +9.3% | -0.4% | +9.7% | +9.2% |
| 30D | -7.3% | -36.6% | +29.4% | +6.3% |
| 3M | -31.7% | -37.6% | +5.9% | -21.7% |
| 6M | -3.5% | -32.1% | +28.6% | +6.7% |
| YTD | +21.2% | -32.3% | +53.5% | +34.7% |
| 1Y | +0.1% | -39.5% | +39.5% | +15.4% |
| 3Y | -67.7% | +27.7% | -95.4% | -72.9% |
| 5Y | -76.2% | +15.0% | -91.3% | -80.6% |
| 10Y | +2,057.2% | +192.6% | +1,864.6% | +964.7% |
| All | +429.0% | +280.1% | +148.9% | +103.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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