+0.1%
ENPH vs EXPD
+55.4%
-55.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.5% | +8.3% | +7.4% |
| 7D | +9.3% | -0.9% | +10.2% | +9.6% |
| 30D | -7.3% | +4.1% | -11.3% | -9.0% |
| 3M | -31.7% | +13.8% | -45.5% | -35.9% |
| 6M | -3.5% | +27.3% | -30.8% | -14.9% |
| YTD | +21.2% | +25.4% | -4.3% | +8.6% |
| 1Y | +0.1% | +54.4% | -54.3% | -17.8% |
| All | +0.1% | +55.4% | -55.4% | -17.8% |
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