+607.5%
ENPH vs EQH
+230.1%
+377.4%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | -0.2% |
| 7D | +1.5% | -1.8% | +3.3% | +2.4% |
| 30D | -12.9% | +2.4% | -15.3% | -14.2% |
| 3M | -27.1% | +26.3% | -53.4% | -36.9% |
| 6M | -15.4% | +35.8% | -51.3% | -29.6% |
| YTD | +15.0% | +12.7% | +2.3% | +5.9% |
| 1Y | -0.7% | +2.5% | -3.2% | -4.6% |
| 3Y | -69.3% | +98.6% | -168.0% | -81.2% |
| 5Y | -76.7% | +101.7% | -178.4% | -86.2% |
| All | +607.5% | +230.1% | +377.4% | +177.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling