+429.0%
ENPH vs ZBRA
+743.2%
-314.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -2.8% | +9.6% | +8.3% |
| 7D | +9.3% | +2.6% | +6.7% | +7.6% |
| 30D | -7.3% | -6.4% | -0.9% | -4.1% |
| 3M | -31.7% | +51.3% | -83.0% | -47.2% |
| 6M | -3.5% | +60.5% | -64.0% | -27.8% |
| YTD | +21.2% | +45.2% | -24.0% | -4.8% |
| 1Y | +0.1% | +12.3% | -12.3% | -10.1% |
| 3Y | -67.7% | +37.5% | -105.2% | -75.6% |
| 5Y | -76.2% | -39.2% | -37.0% | -72.5% |
| 10Y | +2,057.2% | +417.0% | +1,640.2% | +714.7% |
| All | +429.0% | +743.2% | -314.2% | +21.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling