+255.2%
ENPH vs TECH
+370.2%
-115.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.7% | -2.7% |
| 7D | -8.4% | +0.1% | -8.6% | -8.5% |
| 30D | -11.2% | +0.5% | -11.7% | -11.5% |
| 3M | -36.1% | +1.1% | -37.2% | -36.5% |
| 6M | -37.9% | +62.8% | -100.8% | -55.5% |
| YTD | -18.7% | +24.5% | -43.1% | -33.1% |
| 1Y | -9.8% | +20.6% | -30.5% | -24.6% |
| 3Y | -66.8% | +29.5% | -96.3% | -75.3% |
| 5Y | -89.6% | -40.9% | -48.7% | -86.8% |
| 10Y | +2,186.8% | +189.5% | +1,997.3% | +907.6% |
| All | +255.2% | +370.2% | -115.1% | -9.2% |
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