+156.4%
EXPE vs ENPH
+1,936.5%
-1,780.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | -8.7% | +1.5% | -10.2% | -8.9% |
| 30D | -13.6% | -12.9% | -0.8% | -12.5% |
| 3M | +26.6% | -27.1% | +53.8% | +30.2% |
| 6M | +19.9% | -15.4% | +35.4% | +19.3% |
| YTD | -1.7% | +15.0% | -16.7% | -7.1% |
| 1Y | +29.4% | -0.7% | +30.1% | +24.0% |
| 3Y | +155.7% | -69.3% | +225.0% | +167.2% |
| 5Y | +93.1% | -76.7% | +169.8% | +102.8% |
| All | +156.4% | +1,936.5% | -1,780.1% | +101.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling