-69.9%
ENPH vs EXEL
+164.8%
-234.7%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.1% | -6.6% | -5.6% |
| 7D | +3.4% | -0.3% | +3.7% | +3.4% |
| 30D | -10.3% | +10.1% | -20.4% | -12.1% |
| 3M | -31.4% | +10.1% | -41.5% | -32.9% |
| 6M | -10.1% | +37.7% | -47.8% | -16.6% |
| YTD | +14.6% | +33.1% | -18.5% | +6.8% |
| 1Y | -3.2% | +52.4% | -55.6% | -12.8% |
| All | -69.9% | +164.8% | -234.7% | -75.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling