-77.3%
ENPH vs SSNC
+19.2%
-96.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -2.3% |
| 7D | -0.1% | -4.0% | +4.0% | +2.0% |
| 30D | -10.8% | +0.5% | -11.4% | -11.3% |
| 3M | -33.8% | +18.9% | -52.8% | -40.9% |
| 6M | -16.1% | +10.8% | -27.0% | -22.6% |
| YTD | +13.4% | -7.1% | +20.6% | +18.0% |
| 1Y | -2.6% | -9.6% | +7.0% | +3.6% |
| 3Y | -70.3% | +51.1% | -121.3% | -80.4% |
| All | -77.3% | +19.2% | -96.5% | -79.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling