+44.9%
ENPH vs ONTO
+661.2%
-616.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.4% | +3.8% | +2.0% |
| 7D | +1.5% | +6.5% | -5.0% | -1.5% |
| 30D | -12.9% | -15.9% | +3.0% | -6.5% |
| 3M | -27.1% | -0.2% | -27.0% | -29.4% |
| 6M | -15.4% | +38.7% | -54.2% | -30.1% |
| YTD | +15.0% | +70.4% | -55.3% | -15.7% |
| 1Y | -0.7% | +153.6% | -154.3% | -41.3% |
| 3Y | -69.3% | +109.2% | -178.5% | -84.7% |
| 5Y | -76.7% | +249.7% | -326.4% | -92.8% |
| All | +44.9% | +661.2% | -616.3% | -77.4% |
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