-77.3%
ENPH vs EOSE
-70.0%
-7.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.2% |
| 7D | -0.1% | +1.8% | -1.9% | -0.3% |
| 30D | -10.8% | -6.8% | -4.0% | -10.3% |
| 3M | -33.8% | -36.3% | +2.5% | -29.9% |
| 6M | -16.1% | -38.8% | +22.6% | -11.7% |
| YTD | +13.4% | -65.5% | +78.9% | +26.0% |
| 1Y | -2.6% | -45.3% | +42.7% | -1.0% |
| 3Y | -70.3% | +44.2% | -114.4% | -78.1% |
| All | -77.3% | -70.0% | -7.3% | -82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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