+2,354.3%
ENPH vs SWK
+29.6%
+2,324.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.5% |
| 7D | +11.0% | +11.0% | 0.0% | +3.8% |
| 30D | -15.0% | +30.1% | -45.1% | -27.9% |
| 3M | -28.2% | +14.7% | -42.9% | -34.3% |
| 6M | -20.5% | +44.5% | -65.0% | -36.7% |
| YTD | -11.2% | +59.4% | -70.5% | -33.4% |
| 1Y | -8.7% | +77.5% | -86.2% | -35.9% |
| 3Y | -63.6% | +49.5% | -113.0% | -72.2% |
| 5Y | -88.0% | -24.9% | -63.1% | -86.9% |
| All | +2,354.3% | +29.6% | +2,324.7% | +1,585.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 10y: compounded portfolio wealth divided by compounded SWK 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…
10y analysis · Full analysis span regression · 6 months rolling