-1.2%
ENPH vs Q
+79.8%
-81.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.5% | -3.9% | -2.5% |
| 7D | -0.1% | +4.9% | -5.0% | -2.3% |
| 30D | -10.8% | -11.0% | +0.1% | -6.3% |
| 3M | -33.8% | -15.2% | -18.6% | -28.7% |
| 6M | -16.1% | +8.8% | -25.0% | -15.0% |
| YTD | +13.4% | +55.1% | -41.7% | -1.1% |
| All | -1.2% | +79.8% | -81.0% | -8.9% |
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