-0.4%
ENPH vs EQH
+2.5%
-2.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.2% | +0.6% |
| 7D | -2.4% | +5.5% | -7.9% | -4.3% |
| 30D | -6.6% | +3.2% | -9.9% | -7.9% |
| 3M | -46.8% | +32.5% | -79.4% | -53.8% |
| 6M | -14.7% | +33.7% | -48.5% | -25.5% |
| YTD | +13.5% | +13.4% | 0.0% | +0.7% |
| 1Y | -0.4% | +0.6% | -1.0% | -16.8% |
| All | -0.4% | +2.5% | -2.9% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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