+2,249.1%
ENPH vs GEN
+147.0%
+2,102.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.1% | -2.3% | -4.1% |
| 7D | -7.6% | -3.0% | -4.6% | -6.4% |
| 30D | -16.4% | +24.7% | -41.1% | -23.9% |
| 3M | -34.3% | +4.1% | -38.4% | -36.2% |
| 6M | -28.5% | +36.0% | -64.6% | -38.7% |
| YTD | -16.4% | +10.9% | -27.3% | -22.5% |
| 1Y | -12.8% | +12.2% | -25.0% | -19.5% |
| 3Y | -65.7% | +63.3% | -129.0% | -73.1% |
| 5Y | -89.4% | +29.0% | -118.4% | -91.1% |
| All | +2,249.1% | +147.0% | +2,102.1% | +1,430.4% |
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