-2.6%
ENPH vs GEN
+5.1%
-7.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.6% |
| 7D | -0.1% | -1.3% | +1.2% | +0.2% |
| 30D | -10.8% | +6.1% | -17.0% | -12.5% |
| 3M | -33.8% | +27.0% | -60.8% | -38.7% |
| 6M | -16.1% | +43.9% | -60.0% | -27.0% |
| YTD | +13.4% | +13.0% | +0.4% | +13.4% |
| 1Y | -2.6% | +4.0% | -6.6% | -6.2% |
| All | -2.6% | +5.1% | -7.7% | -6.2% |
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