-69.9%
ENPH vs SPXU
-79.8%
+9.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.4% | -6.8% | -4.7% |
| 7D | +3.4% | +1.3% | +2.1% | +4.1% |
| 30D | -10.3% | +5.1% | -15.4% | -7.7% |
| 3M | -31.4% | -9.1% | -22.2% | -33.1% |
| 6M | -10.1% | -29.6% | +19.4% | -19.5% |
| YTD | +14.6% | -27.7% | +42.3% | +4.9% |
| 1Y | -3.2% | -37.0% | +33.7% | -14.8% |
| All | -69.9% | -79.8% | +9.9% | -85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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