+1,919.4%
ENPH vs FIVN
+118.5%
+1,800.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.7% | -1.9% |
| 7D | -0.1% | -7.8% | +7.8% | +2.9% |
| 30D | -10.8% | -1.7% | -9.1% | -10.7% |
| 3M | -33.8% | +47.2% | -81.0% | -44.7% |
| 6M | -16.1% | +82.7% | -98.8% | -38.7% |
| YTD | +13.4% | +52.9% | -39.5% | -11.8% |
| 1Y | -2.6% | +17.5% | -20.1% | -15.5% |
| 3Y | -70.3% | -55.8% | -14.4% | -63.8% |
| 5Y | -77.0% | -82.3% | +5.3% | -60.8% |
| All | +1,919.4% | +118.5% | +1,800.9% | +1,808.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling