-8.7%
ENPH vs SWK
+71.2%
-79.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.5% |
| 7D | +11.0% | +11.0% | 0.0% | +2.4% |
| 30D | -15.0% | +30.1% | -45.1% | -30.8% |
| 3M | -28.2% | +14.7% | -42.9% | -35.4% |
| 6M | -20.5% | +44.5% | -65.0% | -40.8% |
| YTD | -11.2% | +59.4% | -70.5% | -38.3% |
| 1Y | -8.7% | +77.5% | -86.2% | -40.4% |
| All | -8.7% | +71.2% | -79.8% | -40.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling