-77.2%
ENPH vs EAT
+310.8%
-388.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.2% | -2.2% | -4.7% |
| 7D | +3.4% | -6.8% | +10.2% | +5.1% |
| 30D | -10.3% | -5.4% | -4.9% | -9.6% |
| 3M | -31.4% | +42.8% | -74.1% | -38.0% |
| 6M | -10.1% | +56.5% | -66.6% | -21.6% |
| YTD | +14.6% | +50.0% | -35.4% | +0.7% |
| 1Y | -3.2% | +38.3% | -41.5% | -13.7% |
| 3Y | -69.5% | +591.6% | -661.1% | -84.8% |
| 5Y | -77.2% | +312.6% | -389.9% | -87.5% |
| All | -77.2% | +310.8% | -388.1% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling