-10.1%
ENPH vs SHAK
-32.1%
+22.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -6.5% | +1.1% | -5.6% |
| 7D | +3.4% | -7.2% | +10.6% | +3.2% |
| 30D | -10.3% | -11.8% | +1.5% | -10.6% |
| 3M | -31.4% | +17.2% | -48.5% | -31.2% |
| 6M | -10.1% | -34.1% | +24.0% | -8.2% |
| All | -10.1% | -32.1% | +22.0% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 6mo: compounded portfolio wealth divided by compounded SHAK 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…
6mo analysis · Full analysis span regression · 6 months rolling