+1,919.4%
ENPH vs TECH
+189.9%
+1,729.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.4% | -1.4% |
| 7D | -0.1% | -0.4% | +0.4% | +0.2% |
| 30D | -10.8% | 0.0% | -10.8% | -10.8% |
| 3M | -33.8% | +33.7% | -67.5% | -45.9% |
| 6M | -16.1% | +34.9% | -51.0% | -34.7% |
| YTD | +13.4% | +23.2% | -9.7% | -5.9% |
| 1Y | -2.6% | +36.3% | -38.9% | -25.7% |
| 3Y | -70.3% | +2.3% | -72.5% | -73.7% |
| 5Y | -77.0% | -42.9% | -34.1% | -69.7% |
| All | +1,919.4% | +189.9% | +1,729.5% | +980.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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