-80.8%
FIG vs ENPH
+11.4%
-92.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | -12.2% | +1.5% | -13.7% | -12.3% |
| 30D | -11.0% | -12.9% | +1.9% | -10.2% |
| 3M | +11.9% | -27.1% | +39.0% | +14.0% |
| 6M | -21.9% | -15.4% | -6.5% | -24.3% |
| YTD | -40.8% | +15.0% | -55.8% | -46.5% |
| 1Y | -56.6% | -0.7% | -55.9% | -60.7% |
| All | -80.8% | +11.4% | -92.2% | -82.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling