+4,578.3%
ENPH vs SEI
+606.2%
+3,972.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +16.3% | -9.5% | +3.8% |
| 7D | +9.3% | +28.8% | -19.6% | +4.2% |
| 30D | -7.3% | +10.4% | -17.6% | -9.3% |
| 3M | -31.7% | -11.4% | -20.3% | -30.7% |
| 6M | -3.5% | +31.2% | -34.7% | -8.2% |
| YTD | +21.2% | +39.7% | -18.6% | +12.2% |
| 1Y | +0.1% | +149.0% | -148.9% | -17.5% |
| 3Y | -67.7% | +560.2% | -627.9% | -82.5% |
| 5Y | -76.2% | +955.7% | -1,031.9% | -89.5% |
| All | +4,578.3% | +606.2% | +3,972.1% | +1,988.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling