-69.7%
ENPH vs EXR
+23.7%
-93.4%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +1.0% |
| 7D | -2.4% | -2.6% | +0.2% | -0.5% |
| 30D | -6.6% | -7.2% | +0.6% | -1.5% |
| 3M | -46.8% | -3.5% | -43.3% | -46.2% |
| 6M | -14.7% | -5.3% | -9.4% | -12.9% |
| YTD | +13.5% | +9.4% | +4.1% | +3.0% |
| 1Y | -0.4% | +1.3% | -1.7% | -3.8% |
| All | -69.7% | +23.7% | -93.4% | -75.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling