-66.8%
ENPH vs USFD
+156.3%
-223.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.8% | -2.7% |
| 7D | -8.4% | +1.7% | -10.1% | -8.5% |
| 30D | -11.2% | +10.2% | -21.3% | -11.8% |
| 3M | -36.1% | -1.5% | -34.6% | -36.1% |
| 6M | -37.9% | +27.3% | -65.3% | -39.1% |
| YTD | -18.7% | +44.0% | -62.6% | -23.0% |
| 1Y | -9.8% | +50.4% | -60.2% | -15.5% |
| 3Y | -66.8% | +153.6% | -220.4% | -75.7% |
| All | -66.8% | +156.3% | -223.1% | -75.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling