+395.5%
ENPH vs GEN
+366.8%
+28.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.3% | +1.1% |
| 7D | -2.4% | -1.2% | -1.2% | -1.9% |
| 30D | -6.6% | +10.1% | -16.8% | -10.7% |
| 3M | -46.8% | +16.1% | -62.9% | -50.6% |
| 6M | -14.7% | +38.9% | -53.6% | -28.2% |
| YTD | +13.5% | +14.4% | -1.0% | +4.3% |
| 1Y | -0.4% | +5.9% | -6.3% | -5.1% |
| 3Y | -71.7% | +58.8% | -130.5% | -77.8% |
| 5Y | -79.1% | +24.7% | -103.8% | -82.3% |
| 10Y | +1,898.4% | +163.1% | +1,735.3% | +991.2% |
| All | +395.5% | +366.8% | +28.7% | +97.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling