+16.1%
ENTG vs ENPH
-77.4%
+93.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -4.0% |
| 7D | +5.1% | +1.5% | +3.6% | +4.5% |
| 30D | -8.5% | -12.9% | +4.3% | -5.1% |
| 3M | +6.7% | -27.1% | +33.8% | +17.2% |
| 6M | +17.7% | -15.4% | +33.2% | +21.7% |
| YTD | +63.5% | +15.0% | +48.5% | +50.7% |
| 1Y | +73.6% | -0.7% | +74.3% | +65.4% |
| 3Y | +44.6% | -69.3% | +113.9% | +73.8% |
| 5Y | +16.1% | -76.7% | +92.8% | +42.1% |
| All | +16.1% | -77.4% | +93.5% | +42.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling