-78.4%
ENPH vs LII
+25.3%
-103.7%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.5% |
| 7D | -2.4% | -0.7% | -1.6% | -1.9% |
| 30D | -6.6% | -12.6% | +6.0% | +1.3% |
| 3M | -46.8% | -24.4% | -22.4% | -38.3% |
| 6M | -14.7% | -28.7% | +14.0% | +1.6% |
| YTD | +13.5% | -19.1% | +32.6% | +24.6% |
| 1Y | -0.4% | -29.7% | +29.3% | +18.9% |
| 3Y | -71.7% | +4.8% | -76.5% | -74.6% |
| All | -78.4% | +25.3% | -103.7% | -84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling