-76.7%
ENPH vs INDA
+4.5%
-81.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.5% | +1.7% |
| 7D | +1.5% | -3.6% | +5.1% | +5.8% |
| 30D | -12.9% | -4.0% | -8.9% | -8.9% |
| 3M | -27.1% | +1.7% | -28.8% | -28.3% |
| 6M | -15.4% | -3.6% | -11.8% | -11.4% |
| YTD | +15.0% | -11.0% | +26.0% | +31.8% |
| 1Y | -0.7% | -9.5% | +8.8% | +11.5% |
| 3Y | -69.3% | +7.6% | -77.0% | -72.5% |
| 5Y | -76.7% | +4.8% | -81.5% | -79.1% |
| All | -76.7% | +4.5% | -81.2% | -79.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling