+395.5%
ENPH vs SUI
+366.5%
+29.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -2.4% | -2.8% | +0.5% | -0.7% |
| 30D | -6.6% | -1.2% | -5.4% | -6.0% |
| 3M | -46.8% | -1.7% | -45.1% | -47.1% |
| 6M | -14.7% | -10.5% | -4.3% | -10.0% |
| YTD | +13.5% | -1.8% | +15.3% | +12.7% |
| 1Y | -0.4% | -4.1% | +3.7% | +0.1% |
| 3Y | -71.7% | +11.3% | -83.0% | -74.7% |
| 5Y | -79.1% | -32.1% | -47.0% | -74.7% |
| 10Y | +1,898.4% | +110.4% | +1,787.9% | +1,058.6% |
| All | +395.5% | +366.5% | +29.0% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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