+2,519.8%
ENPH vs SWK
+32.9%
+2,486.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.8% | -0.7% | +0.4% |
| 7D | +4.1% | +10.7% | -6.6% | -2.5% |
| 30D | -11.4% | +33.3% | -44.7% | -25.9% |
| 3M | -30.5% | +14.7% | -45.2% | -36.4% |
| 6M | -20.2% | +48.5% | -68.7% | -37.6% |
| YTD | -9.3% | +63.9% | -73.2% | -33.2% |
| 1Y | -3.8% | +80.4% | -84.2% | -33.1% |
| 3Y | -61.5% | +58.1% | -119.6% | -71.6% |
| 5Y | -87.9% | -24.5% | -63.4% | -86.8% |
| 10Y | +2,519.8% | +29.5% | +2,490.3% | +1,587.8% |
| All | +2,519.8% | +32.9% | +2,486.9% | +1,587.8% |
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