-69.9%
ENPH vs SMTC
+565.9%
-635.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.8% | -6.2% | -5.7% |
| 7D | +3.4% | +22.5% | -19.1% | -2.3% |
| 30D | -10.3% | +24.9% | -35.2% | -16.6% |
| 3M | -31.4% | +4.1% | -35.5% | -33.3% |
| 6M | -10.1% | +92.6% | -102.7% | -24.3% |
| YTD | +14.6% | +122.5% | -107.9% | -7.3% |
| 1Y | -3.2% | +166.2% | -169.4% | -25.2% |
| All | -69.9% | +565.9% | -635.8% | -86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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