+2,057.2%
ENPH vs LII
+167.7%
+1,889.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.4% | +8.1% | +7.6% |
| 7D | +9.3% | +2.1% | +7.2% | +7.9% |
| 30D | -7.3% | -12.4% | +5.2% | +0.2% |
| 3M | -31.7% | -24.8% | -6.9% | -21.1% |
| 6M | -3.5% | -25.2% | +21.7% | +10.9% |
| YTD | +21.2% | -20.3% | +41.4% | +34.1% |
| 1Y | +0.1% | -32.9% | +33.0% | +22.3% |
| 3Y | -67.7% | +2.0% | -69.7% | -69.7% |
| 5Y | -76.2% | +24.4% | -100.7% | -80.9% |
| 10Y | +2,057.2% | +167.2% | +1,890.0% | +1,086.4% |
| All | +2,057.2% | +167.7% | +1,889.5% | +1,086.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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