+429.0%
ENPH vs DLTR
+161.3%
+267.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -5.6% | +12.4% | +8.6% |
| 7D | +9.3% | -5.8% | +15.1% | +11.2% |
| 30D | -7.3% | -5.2% | -2.0% | -6.1% |
| 3M | -31.7% | +15.2% | -46.9% | -35.4% |
| 6M | -3.5% | +7.1% | -10.6% | -7.3% |
| YTD | +21.2% | +0.8% | +20.3% | +18.2% |
| 1Y | +0.1% | +24.8% | -24.7% | -9.4% |
| 3Y | -67.7% | +6.9% | -74.6% | -70.3% |
| 5Y | -76.2% | +33.2% | -109.5% | -80.8% |
| 10Y | +2,057.2% | +51.6% | +2,005.7% | +1,442.8% |
| All | +429.0% | +161.3% | +267.7% | +223.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling