+1,453.8%
ENTG vs ENPH
+384.9%
+1,068.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.1% |
| 7D | +2.8% | -2.4% | +5.2% | +3.2% |
| 30D | -4.7% | -6.6% | +1.9% | -3.6% |
| 3M | -0.7% | -46.8% | +46.1% | +10.2% |
| 6M | +7.7% | -14.7% | +22.5% | +9.9% |
| YTD | +65.1% | +13.5% | +51.6% | +58.8% |
| 1Y | +74.8% | -0.4% | +75.2% | +70.9% |
| 3Y | +36.9% | -71.7% | +108.6% | +53.9% |
| 5Y | +16.1% | -79.1% | +95.2% | +32.9% |
| 10Y | +740.3% | +1,898.4% | -1,158.0% | +466.2% |
| All | +1,453.8% | +384.9% | +1,068.9% | +960.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling