-64.6%
ENPH vs GEN
+66.2%
-130.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.7% | -5.7% | -5.2% |
| 7D | -9.1% | +1.0% | -10.1% | -9.5% |
| 30D | -15.8% | +29.1% | -44.8% | -24.5% |
| 3M | -32.5% | +2.9% | -35.4% | -34.0% |
| 6M | -24.2% | +33.6% | -57.8% | -35.6% |
| YTD | -13.8% | +12.0% | -25.8% | -19.7% |
| 1Y | -15.8% | +16.2% | -32.0% | -23.4% |
| 3Y | -64.6% | +65.1% | -129.6% | -78.3% |
| All | -64.6% | +66.2% | -130.7% | -78.3% |
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