+27.4%
EXPE vs ENPH
-4.6%
+32.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | -0.6% |
| 7D | -11.5% | +3.4% | -14.9% | -11.6% |
| 30D | -13.1% | -10.3% | -2.8% | -12.9% |
| 3M | +18.1% | -31.4% | +49.5% | +19.3% |
| 6M | +13.3% | -10.1% | +23.4% | +12.1% |
| YTD | -3.2% | +14.6% | -17.8% | -9.0% |
| All | +27.4% | -4.6% | +32.0% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling