+1,919.4%
ENPH vs GEN
+159.8%
+1,759.6%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.8% |
| 7D | -0.1% | -1.3% | +1.2% | +0.4% |
| 30D | -10.8% | +6.1% | -17.0% | -13.2% |
| 3M | -33.8% | +27.0% | -60.8% | -40.6% |
| 6M | -16.1% | +43.9% | -60.0% | -29.6% |
| YTD | +13.4% | +13.0% | +0.4% | +5.4% |
| 1Y | -2.6% | +4.0% | -6.6% | -6.1% |
| 3Y | -70.3% | +66.2% | -136.4% | -76.6% |
| 5Y | -77.0% | +23.2% | -100.2% | -80.2% |
| All | +1,919.4% | +159.8% | +1,759.6% | +1,243.8% |
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