+8.8%
ENPH vs FIVN
+55.4%
-46.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.1% | +3.5% |
| 7D | +26.3% | -3.4% | +29.7% | +26.9% |
| 30D | -5.7% | +5.8% | -11.4% | -6.7% |
| 3M | -24.5% | +22.0% | -46.5% | -27.5% |
| 6M | -3.0% | +55.7% | -58.8% | -10.9% |
| YTD | -1.6% | +81.3% | -82.9% | -13.0% |
| 1Y | +8.8% | +58.0% | -49.2% | +4.5% |
| All | +8.8% | +55.4% | -46.7% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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