+51.5%
ENTG vs ENPH
-70.0%
+121.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.4% | +6.8% | +2.8% |
| 7D | +8.9% | +3.4% | +5.5% | +7.8% |
| 30D | -0.8% | -10.3% | +9.4% | +1.8% |
| 3M | +6.6% | -31.4% | +37.9% | +17.4% |
| 6M | +22.1% | -10.1% | +32.2% | +24.9% |
| YTD | +70.2% | +14.6% | +55.6% | +61.0% |
| 1Y | +76.7% | -3.2% | +79.9% | +72.8% |
| All | +51.5% | -70.0% | +121.4% | +77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 3y: compounded portfolio wealth divided by compounded ENPH 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…
3y analysis · Full analysis span regression · 6 months rolling