+395.5%
ENPH vs TECH
+367.3%
+28.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -6.6% | +0.7% | -7.3% | -7.0% |
| 3M | -46.8% | +36.3% | -83.2% | -57.0% |
| 6M | -14.7% | +25.6% | -40.3% | -30.6% |
| YTD | +13.5% | +23.7% | -10.2% | -6.3% |
| 1Y | -0.4% | +37.6% | -38.1% | -24.7% |
| 3Y | -71.7% | -6.6% | -65.2% | -73.5% |
| 5Y | -79.1% | -42.2% | -36.9% | -73.1% |
| 10Y | +1,898.4% | +187.6% | +1,710.8% | +782.9% |
| All | +395.5% | +367.3% | +28.2% | +27.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling