+2,057.2%
ENPH vs RACE
+793.3%
+1,264.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.0% | +7.7% | +7.4% |
| 7D | +9.3% | -1.0% | +10.3% | +9.9% |
| 30D | -7.3% | -1.5% | -5.7% | -6.5% |
| 3M | -31.7% | +15.5% | -47.2% | -37.9% |
| 6M | -3.5% | +17.3% | -20.8% | -14.1% |
| YTD | +21.2% | +11.1% | +10.0% | +10.3% |
| 1Y | +0.1% | -14.3% | +14.3% | +5.9% |
| 3Y | -67.7% | +40.2% | -107.9% | -77.4% |
| 5Y | -76.2% | +92.6% | -168.8% | -86.7% |
| 10Y | +2,057.2% | +786.6% | +1,270.6% | +407.5% |
| All | +2,057.2% | +793.3% | +1,264.0% | +407.5% |
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