-27.2%
ENPH vs Q
+74.5%
-101.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.1% | -2.3% | -4.1% |
| 7D | -7.6% | +11.5% | -19.1% | -11.6% |
| 30D | -16.4% | -0.2% | -16.2% | -16.8% |
| 3M | -34.3% | -13.6% | -20.7% | -30.7% |
| 6M | -28.5% | -27.0% | -1.5% | -20.2% |
| YTD | -16.4% | +50.5% | -67.0% | -26.8% |
| 1Y | -12.8% | +33.8% | -46.6% | -20.4% |
| All | -27.2% | +74.5% | -101.7% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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