+2,382.5%
ENPH vs RACE
+738.5%
+1,643.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -10.3% | -3.9% | -6.4% | -7.9% |
| 30D | -10.1% | +6.8% | -16.9% | -13.4% |
| 3M | -33.1% | +1.3% | -34.4% | -33.6% |
| 6M | -24.8% | +26.3% | -51.1% | -35.3% |
| YTD | -11.7% | +13.8% | -25.5% | -20.5% |
| 1Y | -8.2% | -0.5% | -7.8% | -10.0% |
| 3Y | -63.7% | +25.6% | -89.4% | -72.2% |
| 5Y | -88.7% | +67.6% | -156.3% | -93.1% |
| All | +2,382.5% | +738.5% | +1,643.9% | +711.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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