+2,186.8%
ENPH vs GEN
+152.9%
+2,033.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.4% | -5.0% | -3.6% |
| 7D | -8.4% | +2.0% | -10.5% | -9.2% |
| 30D | -11.2% | +27.7% | -38.9% | -20.0% |
| 3M | -36.1% | +3.3% | -39.3% | -37.7% |
| 6M | -37.9% | +31.8% | -69.7% | -46.1% |
| YTD | -18.7% | +13.5% | -32.2% | -25.3% |
| 1Y | -9.8% | +16.0% | -25.9% | -18.0% |
| 3Y | -66.8% | +70.6% | -137.4% | -74.5% |
| 5Y | -89.6% | +32.1% | -121.8% | -91.4% |
| All | +2,186.8% | +152.9% | +2,033.9% | +1,374.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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