+1,919.4%
ENPH vs ZBH
-16.2%
+1,935.6%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -2.0% |
| 7D | -0.1% | -4.7% | +4.6% | +2.4% |
| 30D | -10.8% | -4.5% | -6.3% | -8.8% |
| 3M | -33.8% | +7.6% | -41.4% | -37.9% |
| 6M | -16.1% | +0.3% | -16.4% | -18.7% |
| YTD | +13.4% | +4.5% | +8.9% | +7.0% |
| 1Y | -2.6% | -9.4% | +6.8% | -1.8% |
| 3Y | -70.3% | -21.5% | -48.8% | -67.6% |
| 5Y | -77.0% | -28.4% | -48.6% | -74.1% |
| All | +1,919.4% | -16.2% | +1,935.6% | +1,701.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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