-77.2%
ENPH vs TECH
-42.1%
-35.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.1% | -5.4% | -5.4% |
| 7D | +3.4% | -0.1% | +3.4% | +3.4% |
| 30D | -10.3% | +0.3% | -10.6% | -10.4% |
| 3M | -31.4% | +32.9% | -64.3% | -42.1% |
| 6M | -10.1% | +32.1% | -42.2% | -26.8% |
| YTD | +14.6% | +23.4% | -8.8% | -2.0% |
| 1Y | -3.2% | +34.1% | -37.3% | -22.6% |
| 3Y | -69.5% | +2.2% | -71.6% | -72.1% |
| 5Y | -77.2% | -41.8% | -35.4% | -71.1% |
| All | -77.2% | -42.1% | -35.1% | -71.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling