+8.8%
ENPH vs EFV
+25.8%
-17.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.1% | +0.6% | -1.8% |
| 7D | +26.3% | +2.9% | +23.4% | +20.0% |
| 30D | -5.7% | +3.6% | -9.3% | -11.3% |
| 3M | -24.5% | -0.1% | -24.3% | -24.3% |
| 6M | -3.0% | +9.6% | -12.7% | -16.5% |
| YTD | -1.6% | +17.0% | -18.5% | -24.9% |
| 1Y | +8.8% | +25.7% | -16.9% | -30.3% |
| All | +8.8% | +25.8% | -17.1% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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