-70.3%
ENPH vs EQH
+100.2%
-170.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -2.0% |
| 7D | -0.1% | +0.7% | -0.8% | -0.4% |
| 30D | -10.8% | +2.8% | -13.7% | -12.0% |
| 3M | -33.8% | +23.1% | -56.9% | -40.1% |
| 6M | -16.1% | +41.4% | -57.5% | -28.2% |
| YTD | +13.4% | +14.3% | -0.8% | +5.2% |
| 1Y | -2.6% | +1.6% | -4.2% | -5.8% |
| 3Y | -70.3% | +102.7% | -173.0% | -85.8% |
| All | -70.3% | +100.2% | -170.5% | -85.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling