-77.4%
ENPH vs OSCR
-9.0%
-68.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.5% |
| 7D | -0.1% | +1.6% | -1.7% | -0.3% |
| 30D | -10.8% | +10.7% | -21.5% | -12.3% |
| 3M | -33.8% | +13.4% | -47.2% | -35.7% |
| 6M | -16.1% | +144.6% | -160.7% | -30.1% |
| YTD | +13.4% | +128.0% | -114.6% | -5.2% |
| 1Y | -2.6% | +68.7% | -71.3% | -15.5% |
| 3Y | -70.3% | +398.8% | -469.0% | -81.4% |
| 5Y | -77.0% | +87.3% | -164.3% | -84.3% |
| All | -77.4% | -9.0% | -68.5% | -76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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