+429.0%
ENPH vs EVRG
+405.2%
+23.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.9% | +5.9% | +6.4% |
| 7D | +9.3% | +0.9% | +8.4% | +8.9% |
| 30D | -7.3% | -0.5% | -6.7% | -7.1% |
| 3M | -31.7% | +1.5% | -33.2% | -32.4% |
| 6M | -3.5% | +1.2% | -4.6% | -4.7% |
| YTD | +21.2% | +16.3% | +4.8% | +12.7% |
| 1Y | +0.1% | +20.3% | -20.2% | -8.3% |
| 3Y | -67.7% | +72.3% | -140.0% | -74.7% |
| 5Y | -76.2% | +46.7% | -122.9% | -80.2% |
| 10Y | +2,057.2% | +113.8% | +1,943.4% | +1,419.1% |
| All | +429.0% | +405.2% | +23.8% | +95.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling