+2.5%
ENPH vs ONTO
+476.3%
-473.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.2% | -1.4% |
| 7D | -8.4% | +17.5% | -25.9% | -15.1% |
| 30D | -11.2% | -15.7% | +4.5% | -7.0% |
| 3M | -36.1% | -39.7% | +3.7% | -23.3% |
| 6M | -37.9% | -26.5% | -11.4% | -33.3% |
| YTD | -18.7% | +29.0% | -47.6% | -35.2% |
| 1Y | -9.8% | +57.0% | -66.8% | -34.9% |
| 3Y | -66.8% | +50.0% | -116.8% | -81.1% |
| 5Y | -89.6% | +127.3% | -216.9% | -96.1% |
| All | +2.5% | +476.3% | -473.9% | -82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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