+803.4%
EQIX vs ENPH
+417.7%
+385.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.8% | -6.3% | +0.1% |
| 7D | +1.3% | +9.3% | -7.9% | +0.7% |
| 30D | +0.3% | -7.3% | +7.6% | +0.8% |
| 3M | -1.6% | -31.7% | +30.2% | +0.5% |
| 6M | +12.2% | -3.5% | +15.7% | +11.2% |
| YTD | +38.0% | +21.2% | +16.8% | +33.7% |
| 1Y | +38.9% | +0.1% | +38.9% | +35.9% |
| 3Y | +43.8% | -67.7% | +111.5% | +47.5% |
| 5Y | +30.4% | -76.2% | +106.6% | +34.0% |
| 10Y | +238.6% | +2,057.2% | -1,818.6% | +164.7% |
| All | +803.4% | +417.7% | +385.7% | +609.7% |
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