-70.3%
ENPH vs SEI
+594.6%
-664.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.1% | -6.5% | -1.8% |
| 7D | -0.1% | +22.6% | -22.6% | -1.8% |
| 30D | -10.8% | +9.1% | -19.9% | -11.7% |
| 3M | -33.8% | -11.3% | -22.5% | -33.9% |
| 6M | -16.1% | +22.0% | -38.1% | -16.7% |
| YTD | +13.4% | +47.3% | -33.9% | +11.6% |
| 1Y | -2.6% | +124.8% | -127.4% | -4.6% |
| 3Y | -70.3% | +591.3% | -661.5% | -76.1% |
| All | -70.3% | +594.6% | -664.8% | -76.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling