-12.8%
ENPH vs GEN
+11.7%
-24.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.1% | -2.3% | -4.5% |
| 7D | -7.6% | -3.0% | -4.6% | -6.8% |
| 30D | -16.4% | +24.7% | -41.1% | -21.0% |
| 3M | -34.3% | +4.1% | -38.4% | -35.6% |
| 6M | -28.5% | +36.0% | -64.6% | -36.2% |
| YTD | -16.4% | +10.9% | -27.3% | -18.4% |
| 1Y | -12.8% | +12.2% | -25.0% | -16.0% |
| All | -12.8% | +11.7% | -24.5% | -16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling