-51.7%
FIG vs ENPH
+8.1%
-59.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.7% | +1.5% | +5.0% |
| 7D | -4.7% | +26.3% | -30.9% | -6.2% |
| 30D | +0.5% | -5.7% | +6.2% | +0.8% |
| 3M | -18.4% | -24.5% | +6.1% | -17.3% |
| 6M | +10.9% | -3.0% | +13.9% | +2.8% |
| YTD | -40.8% | -1.6% | -39.2% | -47.7% |
| 1Y | -51.7% | +8.8% | -60.4% | -58.2% |
| All | -51.7% | +8.1% | -59.8% | -58.2% |
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 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