-68.2%
ENPH vs GEN
+57.9%
-126.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -2.7% | +9.5% | +8.0% |
| 7D | +9.3% | -0.7% | +10.0% | +9.4% |
| 30D | -7.3% | +2.6% | -9.9% | -8.7% |
| 3M | -31.7% | +15.8% | -47.5% | -36.9% |
| 6M | -3.5% | +33.1% | -36.6% | -18.4% |
| YTD | +21.2% | +11.3% | +9.9% | +13.4% |
| 1Y | +0.1% | +1.7% | -1.6% | -1.1% |
| All | -68.2% | +57.9% | -126.1% | -77.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling