+133.5%
EQT vs ENPH
+391.5%
-258.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.9% |
| 3M | +4.8% | -27.1% | +31.9% | +6.5% |
| 6M | -10.6% | -15.4% | +4.9% | -10.7% |
| YTD | +3.4% | +15.0% | -11.6% | +0.4% |
| 1Y | +8.7% | -0.7% | +9.4% | +6.1% |
| 3Y | +35.0% | -69.3% | +104.3% | +38.8% |
| 5Y | +204.2% | -76.7% | +281.0% | +210.9% |
| 10Y | +52.5% | +1,947.8% | -1,895.3% | +10.2% |
| All | +133.5% | +391.5% | -258.0% | +75.4% |
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