-66.8%
ENPH vs FND
-39.5%
-27.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.2% | -0.4% | -1.4% |
| 7D | -8.4% | -6.8% | -1.6% | -4.7% |
| 30D | -11.2% | +8.0% | -19.2% | -15.1% |
| 3M | -36.1% | -18.9% | -17.1% | -28.6% |
| 6M | -37.9% | +4.7% | -42.6% | -41.2% |
| YTD | -18.7% | -21.6% | +2.9% | -9.2% |
| 1Y | -9.8% | -22.0% | +12.2% | +0.5% |
| 3Y | -66.8% | -40.4% | -26.4% | -66.7% |
| All | -66.8% | -39.5% | -27.3% | -66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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