+2,057.2%
ENPH vs USFD
+322.5%
+1,734.7%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.9% | +7.7% | +7.1% |
| 7D | +9.3% | -3.3% | +12.6% | +10.6% |
| 30D | -7.3% | -5.3% | -1.9% | -5.4% |
| 3M | -31.7% | +18.8% | -50.5% | -36.6% |
| 6M | -3.5% | +14.3% | -17.8% | -9.4% |
| YTD | +21.2% | +36.9% | -15.7% | +4.2% |
| 1Y | +0.1% | +31.7% | -31.7% | -12.9% |
| 3Y | -67.7% | +164.5% | -232.2% | -79.4% |
| 5Y | -76.2% | +212.6% | -288.8% | -86.1% |
| 10Y | +2,057.2% | +329.7% | +1,727.5% | +759.5% |
| All | +2,057.2% | +322.5% | +1,734.7% | +759.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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