+8.8%
ENPH vs EXR
+28.1%
-19.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.1% | +0.6% | +2.4% |
| 7D | +26.3% | +11.3% | +15.0% | +21.3% |
| 30D | -5.7% | +21.2% | -26.8% | -12.0% |
| 3M | -24.5% | +8.7% | -33.2% | -27.3% |
| 6M | -3.0% | +18.2% | -21.3% | -11.4% |
| YTD | -1.6% | +27.9% | -29.5% | -13.2% |
| 1Y | +8.8% | +28.3% | -19.6% | -5.1% |
| All | +8.8% | +28.1% | -19.3% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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