-9.8%
ENPH vs DOCU
+18.5%
-28.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.4% | -2.7% |
| 7D | -8.4% | +4.1% | -12.5% | -8.7% |
| 30D | -11.2% | +7.4% | -18.5% | -11.8% |
| 3M | -36.1% | +26.0% | -62.1% | -37.6% |
| 6M | -37.9% | +79.2% | -117.1% | -42.6% |
| YTD | -18.7% | +18.1% | -36.7% | -17.3% |
| 1Y | -9.8% | +20.5% | -30.3% | -8.6% |
| All | -9.8% | +18.5% | -28.3% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 1y: compounded portfolio wealth divided by compounded DOCU 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…
1y analysis · Full analysis span regression · 6 months rolling