+1,919.4%
ENPH vs INDA
+84.7%
+1,834.7%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.3% | -2.2% |
| 7D | -0.1% | -2.7% | +2.6% | +2.2% |
| 30D | -10.8% | -2.8% | -8.1% | -8.8% |
| 3M | -33.8% | +1.6% | -35.5% | -34.6% |
| 6M | -16.1% | -1.4% | -14.7% | -14.6% |
| YTD | +13.4% | -10.1% | +23.6% | +25.0% |
| 1Y | -2.6% | -8.8% | +6.2% | +5.9% |
| 3Y | -70.3% | +7.6% | -77.9% | -71.8% |
| 5Y | -77.0% | +5.8% | -82.8% | -77.7% |
| All | +1,919.4% | +84.7% | +1,834.7% | +1,227.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling