+638.8%
ENPH vs EQX
+232.0%
+406.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.7% |
| 7D | -0.1% | -3.2% | +3.1% | +0.5% |
| 30D | -10.8% | +7.8% | -18.6% | -12.4% |
| 3M | -33.8% | +21.3% | -55.2% | -36.7% |
| 6M | -16.1% | -22.4% | +6.3% | -13.2% |
| YTD | +13.4% | -11.3% | +24.7% | +13.9% |
| 1Y | -2.6% | +13.5% | -16.1% | -7.3% |
| 3Y | -70.3% | +162.1% | -232.4% | -77.4% |
| 5Y | -77.0% | +84.2% | -161.2% | -82.1% |
| All | +638.8% | +232.0% | +406.8% | +580.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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