+0.1%
ENPH vs Q
+75.4%
-75.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +1.2% |
| 7D | +1.5% | +4.1% | -2.6% | -0.4% |
| 30D | -12.9% | -10.7% | -2.1% | -8.6% |
| 3M | -27.1% | -11.7% | -15.4% | -22.5% |
| 6M | -15.4% | +8.3% | -23.8% | -13.7% |
| YTD | +15.0% | +51.3% | -36.3% | +1.5% |
| All | +0.1% | +75.4% | -75.2% | -6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling