+35.8%
EQT vs ENPH
-69.9%
+105.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | -1.2% | +1.5% | -2.7% | -1.3% |
| 30D | +1.1% | -12.9% | +13.9% | +1.7% |
| 3M | +4.8% | -27.1% | +31.9% | +6.1% |
| 6M | -10.6% | -15.4% | +4.9% | -10.9% |
| YTD | +3.4% | +15.0% | -11.6% | 0.0% |
| 1Y | +8.7% | -0.7% | +9.4% | +5.9% |
| All | +35.8% | -69.9% | +105.7% | +45.0% |
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