+2,397.4%
ENPH vs DOC
+14.9%
+2,382.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.2% | -7.9% | -8.0% |
| 7D | +12.0% | +6.2% | +5.8% | +8.5% |
| 30D | -14.6% | +6.5% | -21.0% | -17.2% |
| 3M | -25.6% | -6.2% | -19.4% | -22.9% |
| 6M | -19.6% | +25.6% | -45.2% | -30.8% |
| YTD | -9.6% | +32.1% | -41.7% | -24.6% |
| 1Y | -10.0% | +20.3% | -30.3% | -21.0% |
| 3Y | -64.2% | +42.7% | -106.9% | -71.6% |
| 5Y | -87.8% | -22.2% | -65.7% | -86.9% |
| All | +2,397.4% | +14.9% | +2,382.5% | +2,218.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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