+2,186.8%
ENPH vs DRI
+331.7%
+1,855.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.0% | -2.8% |
| 7D | -8.4% | +1.1% | -9.5% | -8.8% |
| 30D | -11.2% | +9.7% | -20.9% | -14.9% |
| 3M | -36.1% | +3.2% | -39.2% | -37.4% |
| 6M | -37.9% | +20.6% | -58.5% | -44.0% |
| YTD | -18.7% | +28.3% | -46.9% | -28.6% |
| 1Y | -9.8% | +34.5% | -44.4% | -22.6% |
| 3Y | -66.8% | +66.5% | -133.3% | -75.1% |
| 5Y | -89.6% | +79.6% | -169.3% | -92.5% |
| All | +2,186.8% | +331.7% | +1,855.1% | +1,002.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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