-66.8%
ENPH vs SSNC
+58.0%
-124.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.8% | -2.7% |
| 7D | -8.4% | +2.3% | -10.7% | -8.9% |
| 30D | -11.2% | -3.1% | -8.1% | -10.7% |
| 3M | -36.1% | -2.7% | -33.3% | -35.8% |
| 6M | -37.9% | +23.7% | -61.6% | -42.3% |
| YTD | -18.7% | -8.0% | -10.6% | -12.2% |
| 1Y | -9.8% | -4.7% | -5.1% | -4.8% |
| 3Y | -66.8% | +58.0% | -124.8% | -83.9% |
| All | -66.8% | +58.0% | -124.8% | -83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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