+8.8%
ENPH vs EXPD
+53.8%
-45.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.2% | +7.0% | +5.4% |
| 7D | +26.3% | +0.3% | +26.0% | +26.0% |
| 30D | -5.7% | +1.8% | -7.5% | -6.4% |
| 3M | -24.5% | +8.9% | -33.4% | -27.8% |
| 6M | -3.0% | +42.2% | -45.3% | -21.6% |
| YTD | -1.6% | +33.4% | -34.9% | -19.7% |
| 1Y | +8.8% | +47.2% | -38.4% | -21.7% |
| All | +8.8% | +53.8% | -45.0% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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