-15.8%
ENPH vs RY
+41.3%
-57.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.5% | -3.7% |
| 7D | -9.1% | -0.6% | -8.6% | -8.2% |
| 30D | -15.8% | +6.1% | -21.9% | -21.9% |
| 3M | -32.5% | -3.4% | -29.1% | -29.6% |
| 6M | -24.2% | +12.8% | -37.0% | -38.0% |
| YTD | -13.8% | +21.0% | -34.8% | -35.2% |
| 1Y | -15.8% | +40.5% | -56.3% | -54.0% |
| All | -15.8% | +41.3% | -57.2% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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