-77.2%
ENPH vs ONTO
+268.0%
-345.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.0% | -4.5% | -5.1% |
| 7D | +3.4% | +9.4% | -6.0% | +0.1% |
| 30D | -10.3% | -4.4% | -5.8% | -9.6% |
| 3M | -31.4% | +1.6% | -33.0% | -33.0% |
| 6M | -10.1% | +45.3% | -55.4% | -22.2% |
| YTD | +14.6% | +76.4% | -61.8% | -8.6% |
| 1Y | -3.2% | +167.2% | -170.4% | -33.9% |
| 3Y | -69.5% | +116.6% | -186.0% | -81.4% |
| 5Y | -77.2% | +263.7% | -341.0% | -89.8% |
| All | -77.2% | +268.0% | -345.2% | -89.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling