-64.9%
ENPH vs VIK
+221.3%
-286.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.8% |
| 7D | +1.5% | -1.8% | +3.3% | +2.3% |
| 30D | -12.9% | -17.3% | +4.4% | -7.2% |
| 3M | -27.1% | -5.1% | -22.1% | -26.1% |
| 6M | -15.4% | +16.2% | -31.6% | -20.1% |
| YTD | +15.0% | +17.6% | -2.6% | +8.1% |
| 1Y | -0.7% | +33.5% | -34.2% | -10.3% |
| All | -64.9% | +221.3% | -286.2% | -77.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling