-69.8%
ENPH vs DLTR
+1.8%
-71.7%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +1.5% | -9.4% | +11.0% | +4.5% |
| 30D | -12.9% | -7.3% | -5.5% | -11.2% |
| 3M | -27.1% | +7.6% | -34.7% | -29.5% |
| 6M | -15.4% | +1.6% | -17.0% | -17.4% |
| YTD | +15.0% | -3.5% | +18.5% | +13.7% |
| 1Y | -0.7% | +20.0% | -20.7% | -9.3% |
| All | -69.8% | +1.8% | -71.7% | -75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 3y: compounded portfolio wealth divided by compounded DLTR 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…
3y analysis · Full analysis span regression · 6 months rolling