-69.8%
ENPH vs SSNC
+46.7%
-116.6%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | +1.5% | -6.7% | +8.3% | +3.5% |
| 30D | -12.9% | -0.8% | -12.1% | -12.8% |
| 3M | -27.1% | +16.1% | -43.2% | -30.7% |
| 6M | -15.4% | +7.9% | -23.4% | -17.0% |
| YTD | +15.0% | -8.7% | +23.7% | +24.6% |
| 1Y | -0.7% | -9.5% | +8.8% | +8.3% |
| All | -69.8% | +46.7% | -116.6% | -83.4% |
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