+8.8%
ENPH vs S
+36.5%
-27.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.1% | +3.4% |
| 7D | +26.3% | -8.2% | +34.5% | +28.4% |
| 30D | -5.7% | -7.6% | +1.9% | -4.5% |
| 3M | -24.5% | +12.0% | -36.4% | -27.6% |
| 6M | -3.0% | +50.6% | -53.6% | -15.2% |
| YTD | -1.6% | +56.6% | -58.2% | -17.1% |
| 1Y | +8.8% | +39.2% | -30.5% | -7.0% |
| All | +8.8% | +36.5% | -27.7% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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