+287.9%
ENPH vs LII
+913.5%
-625.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.2% | -0.5% |
| 7D | +11.0% | -0.6% | +11.6% | +11.6% |
| 30D | -15.0% | -4.6% | -10.4% | -11.9% |
| 3M | -28.2% | -21.2% | -7.0% | -16.4% |
| 6M | -20.5% | -36.4% | +16.0% | +3.7% |
| YTD | -11.2% | -28.9% | +17.8% | +6.7% |
| 1Y | -8.7% | -29.5% | +20.9% | +10.4% |
| 3Y | -63.6% | -8.6% | -55.0% | -63.6% |
| 5Y | -88.0% | +20.2% | -108.2% | -90.3% |
| 10Y | +2,333.3% | +166.2% | +2,167.1% | +970.0% |
| All | +287.9% | +913.5% | -625.6% | -41.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling