-7.8%
ENPH vs USFD
+52.5%
-60.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | -10.3% | -0.2% | -10.1% | -10.3% |
| 30D | -10.1% | +12.3% | -22.5% | -9.0% |
| 3M | -33.1% | -0.7% | -32.4% | -33.8% |
| 6M | -24.8% | +31.3% | -56.1% | -20.7% |
| YTD | -11.7% | +45.7% | -57.4% | -8.8% |
| All | -7.8% | +52.5% | -60.3% | -5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling