+1,865.9%
ENPH vs SWK
+2.4%
+1,863.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.4% |
| 7D | -2.4% | -0.4% | -1.9% | -2.1% |
| 30D | -6.6% | -5.7% | -0.9% | -3.0% |
| 3M | -46.8% | +24.1% | -70.9% | -53.3% |
| 6M | -14.7% | +24.7% | -39.5% | -25.6% |
| YTD | +13.5% | +33.9% | -20.5% | -4.9% |
| 1Y | -0.4% | +34.7% | -35.1% | -16.9% |
| 3Y | -71.7% | +15.3% | -87.0% | -74.8% |
| 5Y | -79.1% | -39.3% | -39.8% | -73.9% |
| All | +1,865.9% | +2.4% | +1,863.5% | +1,333.4% |
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