+2,519.8%
ENPH vs EXPD
+334.2%
+2,185.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.7% | -0.6% | +0.4% |
| 7D | +4.1% | -5.5% | +9.6% | +8.2% |
| 30D | -11.4% | -1.9% | -9.5% | -10.0% |
| 3M | -30.5% | +6.1% | -36.6% | -33.5% |
| 6M | -20.2% | +21.6% | -41.8% | -30.7% |
| YTD | -9.3% | +27.9% | -37.2% | -24.6% |
| 1Y | -3.8% | +39.4% | -43.2% | -24.5% |
| 3Y | -61.5% | +72.7% | -134.2% | -74.4% |
| 5Y | -87.9% | +60.3% | -148.2% | -91.6% |
| 10Y | +2,519.8% | +332.6% | +2,187.2% | +1,018.7% |
| All | +2,519.8% | +334.2% | +2,185.7% | +1,018.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling