+395.2%
ENPH vs POET
+69.1%
+326.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.6% | -6.0% | -1.8% |
| 7D | -0.1% | +0.4% | -0.4% | -0.1% |
| 30D | -10.8% | -10.4% | -0.5% | -10.1% |
| 3M | -33.8% | -29.3% | -4.5% | -32.2% |
| 6M | -16.1% | +6.9% | -23.0% | -19.1% |
| YTD | +13.4% | +25.6% | -12.2% | +7.6% |
| 1Y | -2.6% | +49.2% | -51.8% | -9.7% |
| 3Y | -70.3% | +128.4% | -198.7% | -75.4% |
| 5Y | -77.0% | -4.2% | -72.8% | -80.3% |
| 10Y | +1,919.4% | +30.3% | +1,889.1% | +1,443.1% |
| All | +395.2% | +69.1% | +326.1% | +210.3% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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