-76.7%
ENPH vs FIVN
-82.6%
+5.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | +1.5% | -11.3% | +12.8% | +5.2% |
| 30D | -12.9% | -7.3% | -5.6% | -11.1% |
| 3M | -27.1% | +41.7% | -68.8% | -36.3% |
| 6M | -15.4% | +78.3% | -93.7% | -34.2% |
| YTD | +15.0% | +50.9% | -35.9% | -5.9% |
| 1Y | -0.7% | +19.7% | -20.4% | -11.7% |
| 3Y | -69.3% | -55.7% | -13.6% | -62.6% |
| 5Y | -76.7% | -82.6% | +5.9% | -60.1% |
| All | -76.7% | -82.6% | +5.9% | -60.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling