-77.3%
ENPH vs EQH
+102.2%
-179.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -2.1% |
| 7D | -0.1% | +0.7% | -0.8% | -0.5% |
| 30D | -10.8% | +2.8% | -13.7% | -12.3% |
| 3M | -33.8% | +23.1% | -56.9% | -41.5% |
| 6M | -16.1% | +41.4% | -57.5% | -30.9% |
| YTD | +13.4% | +14.3% | -0.8% | +4.0% |
| 1Y | -2.6% | +1.6% | -4.2% | -5.8% |
| 3Y | -70.3% | +102.7% | -173.0% | -82.9% |
| All | -77.3% | +102.2% | -179.5% | -87.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling