+395.5%
ENPH vs EAT
+945.8%
-550.3%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | -6.6% | +1.9% | -8.5% | -7.8% |
| 3M | -46.8% | +68.7% | -115.5% | -55.7% |
| 6M | -14.7% | +66.9% | -81.6% | -29.6% |
| YTD | +13.5% | +60.4% | -46.9% | -5.6% |
| 1Y | -0.4% | +44.0% | -44.4% | -14.8% |
| 3Y | -71.7% | +604.7% | -676.4% | -87.0% |
| 5Y | -79.1% | +347.0% | -426.1% | -89.5% |
| 10Y | +1,898.4% | +390.8% | +1,507.6% | +671.1% |
| All | +395.5% | +945.8% | -550.3% | +43.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling