+429.0%
ENPH vs INDA
+129.1%
+299.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.6% | +8.4% | +8.1% |
| 7D | +9.3% | -1.0% | +10.2% | +10.0% |
| 30D | -7.3% | -2.5% | -4.7% | -5.4% |
| 3M | -31.7% | +4.0% | -35.7% | -33.7% |
| 6M | -3.5% | -1.8% | -1.7% | -1.5% |
| YTD | +21.2% | -9.2% | +30.3% | +31.7% |
| 1Y | +0.1% | -7.2% | +7.2% | +6.9% |
| 3Y | -67.7% | +9.8% | -77.5% | -69.7% |
| 5Y | -76.2% | +7.5% | -83.7% | -77.1% |
| 10Y | +2,057.2% | +80.8% | +1,976.5% | +1,290.6% |
| All | +429.0% | +129.1% | +299.9% | +176.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling