-76.7%
ENPH vs EVRG
+45.7%
-122.4%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +1.5% | -0.7% | +2.2% | +1.8% |
| 30D | -12.9% | 0.0% | -12.9% | -12.9% |
| 3M | -27.1% | -1.0% | -26.2% | -27.2% |
| 6M | -15.4% | +1.0% | -16.4% | -16.7% |
| YTD | +15.0% | +15.1% | -0.1% | +5.5% |
| 1Y | -0.7% | +17.6% | -18.3% | -10.2% |
| 3Y | -69.3% | +70.5% | -139.8% | -78.4% |
| 5Y | -76.7% | +48.9% | -125.6% | -82.1% |
| All | -76.7% | +45.7% | -122.4% | -82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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