-65.4%
ENPH vs VIK
+225.1%
-290.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -1.8% |
| 7D | -0.1% | -0.9% | +0.9% | +0.4% |
| 30D | -10.8% | -18.4% | +7.6% | -4.6% |
| 3M | -33.8% | -8.8% | -25.1% | -32.0% |
| 6M | -16.1% | +17.1% | -33.3% | -21.0% |
| YTD | +13.4% | +19.0% | -5.6% | +6.2% |
| 1Y | -2.6% | +30.1% | -32.7% | -11.4% |
| All | -65.4% | +225.1% | -290.5% | -78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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