-87.9%
ENPH vs LII
+23.0%
-110.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | -0.1% | +0.8% |
| 7D | +4.1% | -1.2% | +5.3% | +4.9% |
| 30D | -11.4% | -2.0% | -9.4% | -9.6% |
| 3M | -30.5% | -20.2% | -10.3% | -19.7% |
| 6M | -20.2% | -32.5% | +12.3% | +0.1% |
| YTD | -9.3% | -27.4% | +18.1% | +7.1% |
| 1Y | -3.8% | -28.2% | +24.4% | +14.4% |
| 3Y | -61.5% | -7.2% | -54.3% | -62.9% |
| 5Y | -87.9% | +19.9% | -107.8% | -90.8% |
| All | -87.9% | +23.0% | -110.9% | -90.8% |
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