+0.1%
ENPH vs USFD
+32.2%
-32.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.9% | +7.7% | +6.6% |
| 7D | +9.3% | -3.3% | +12.6% | +8.6% |
| 30D | -7.3% | -5.3% | -1.9% | -8.2% |
| 3M | -31.7% | +18.8% | -50.5% | -29.3% |
| 6M | -3.5% | +14.3% | -17.8% | +0.8% |
| YTD | +21.2% | +36.9% | -15.7% | +24.5% |
| 1Y | +0.1% | +31.7% | -31.7% | -2.0% |
| All | +0.1% | +32.2% | -32.1% | -2.0% |
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