-9.8%
ENPH vs EXEL
+60.1%
-70.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.4% | -2.5% |
| 7D | -8.4% | -0.8% | -7.6% | -8.3% |
| 30D | -11.2% | +13.1% | -24.3% | -11.3% |
| 3M | -36.1% | +36.3% | -72.4% | -36.9% |
| 6M | -37.9% | +34.5% | -72.5% | -38.7% |
| YTD | -18.7% | +57.4% | -76.1% | -21.8% |
| 1Y | -9.8% | +62.9% | -72.8% | -13.9% |
| All | -9.8% | +60.1% | -70.0% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling