+264.9%
ENPH vs STLA
+84.8%
+180.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -6.1% | +0.7% | -3.2% |
| 7D | -7.6% | -13.1% | +5.5% | -2.8% |
| 30D | -16.4% | -13.3% | -3.1% | -13.2% |
| 3M | -34.3% | -27.9% | -6.5% | -27.4% |
| 6M | -28.5% | -47.8% | +19.3% | -10.8% |
| YTD | -16.4% | -64.6% | +48.1% | +16.8% |
| 1Y | -12.8% | -64.0% | +51.2% | +20.9% |
| 3Y | -65.7% | -76.8% | +11.2% | -45.7% |
| 5Y | -89.4% | -74.2% | -15.2% | -84.2% |
| 10Y | +2,249.1% | -5.4% | +2,254.5% | +2,104.3% |
| All | +264.9% | +84.8% | +180.0% | +220.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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