-77.3%
ENPH vs QID
-80.8%
+3.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -2.5% |
| 7D | -0.1% | +1.3% | -1.3% | +0.7% |
| 30D | -10.8% | +2.9% | -13.8% | -8.9% |
| 3M | -33.8% | -0.7% | -33.1% | -31.9% |
| 6M | -16.1% | -29.7% | +13.5% | -26.2% |
| YTD | +13.4% | -27.9% | +41.3% | +1.9% |
| 1Y | -2.6% | -34.6% | +32.0% | -15.6% |
| 3Y | -70.3% | -73.5% | +3.3% | -83.1% |
| All | -77.3% | -80.8% | +3.5% | -83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 5y: compounded portfolio wealth divided by compounded QID 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…
5y analysis · Full analysis span regression · 6 months rolling