-3.2%
ENPH vs LTH
+43.6%
-46.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.7% | -3.7% | -4.9% |
| 7D | +3.4% | -4.0% | +7.4% | +4.7% |
| 30D | -10.3% | -1.7% | -8.6% | -10.0% |
| 3M | -31.4% | +28.0% | -59.4% | -38.7% |
| 6M | -10.1% | +54.1% | -64.2% | -25.0% |
| YTD | +14.6% | +57.1% | -42.5% | -4.1% |
| 1Y | -3.2% | +45.8% | -49.0% | -13.9% |
| All | -3.2% | +43.6% | -46.8% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 1y: compounded portfolio wealth divided by compounded LTH 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…
1y analysis · Full analysis span regression · 6 months rolling