+8.8%
ENPH vs SEI
+18.6%
-9.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -16.9% | +20.6% | +6.6% |
| 7D | +26.3% | -16.4% | +42.7% | +29.4% |
| 30D | -5.7% | -22.9% | +17.2% | -2.3% |
| 3M | -24.5% | -0.3% | -24.2% | -27.4% |
| 6M | -3.0% | -22.3% | +19.3% | -2.2% |
| YTD | -1.6% | +26.2% | -27.7% | -7.8% |
| 1Y | +8.8% | +8.2% | +0.5% | +5.2% |
| All | +8.8% | +18.6% | -9.8% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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