-77.3%
ENPH vs ZBRA
-40.4%
-36.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -2.4% |
| 7D | -0.1% | -3.4% | +3.4% | +1.7% |
| 30D | -10.8% | -7.4% | -3.4% | -7.3% |
| 3M | -33.8% | +57.5% | -91.3% | -49.8% |
| 6M | -16.1% | +64.0% | -80.1% | -37.7% |
| YTD | +13.4% | +44.3% | -30.9% | -10.3% |
| 1Y | -2.6% | +10.9% | -13.5% | -11.7% |
| 3Y | -70.3% | +37.5% | -107.8% | -78.1% |
| All | -77.3% | -40.4% | -36.9% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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