+405.6%
ENPH vs FIVN
+292.8%
+112.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -6.1% | +12.9% | +8.7% |
| 7D | +9.3% | -8.2% | +17.5% | +12.0% |
| 30D | -7.3% | -8.1% | +0.9% | -5.3% |
| 3M | -31.7% | +34.9% | -66.6% | -39.3% |
| 6M | -3.5% | +72.6% | -76.1% | -23.7% |
| YTD | +21.2% | +55.8% | -34.6% | -1.6% |
| 1Y | +0.1% | +17.1% | -17.1% | -10.7% |
| 3Y | -67.7% | -54.3% | -13.4% | -62.7% |
| 5Y | -76.2% | -81.6% | +5.3% | -65.1% |
| 10Y | +2,057.2% | +109.2% | +1,948.0% | +2,089.9% |
| All | +405.6% | +292.8% | +112.8% | +432.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling