-3.2%
ENPH vs SIMO
+234.0%
-237.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.1% | -7.5% | -6.0% |
| 7D | +3.4% | +14.5% | -11.1% | -0.3% |
| 30D | -10.3% | +20.4% | -30.7% | -15.1% |
| 3M | -31.4% | +7.1% | -38.5% | -33.3% |
| 6M | -10.1% | +129.2% | -139.4% | -26.7% |
| YTD | +14.6% | +201.9% | -187.4% | -20.1% |
| 1Y | -3.2% | +235.5% | -238.7% | -36.8% |
| All | -3.2% | +234.0% | -237.2% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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