-2.6%
ENPH vs XME
+34.9%
-37.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -0.6% |
| 7D | -0.1% | -4.2% | +4.2% | +3.3% |
| 30D | -10.8% | -2.7% | -8.1% | -9.1% |
| 3M | -33.8% | -3.9% | -29.9% | -32.1% |
| 6M | -16.1% | -1.0% | -15.2% | -14.3% |
| YTD | +13.4% | +9.8% | +3.6% | +8.9% |
| 1Y | -2.6% | +32.5% | -35.1% | -9.6% |
| All | -2.6% | +34.9% | -37.5% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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