+429.0%
ENPH vs SSNC
+675.4%
-246.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -3.8% | +10.6% | +9.1% |
| 7D | +9.3% | -1.8% | +11.0% | +10.2% |
| 30D | -7.3% | +1.9% | -9.2% | -8.5% |
| 3M | -31.7% | +18.4% | -50.1% | -39.9% |
| 6M | -3.5% | +7.0% | -10.4% | -10.6% |
| YTD | +21.2% | -6.9% | +28.1% | +21.8% |
| 1Y | +0.1% | -8.2% | +8.2% | +1.6% |
| 3Y | -67.7% | +50.5% | -118.2% | -76.9% |
| 5Y | -76.2% | +17.4% | -93.6% | -79.9% |
| 10Y | +2,057.2% | +164.9% | +1,892.3% | +929.0% |
| All | +429.0% | +675.4% | -246.4% | +24.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling