+2.7%
FIG vs ENPH
-32.3%
+35.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.7% | +5.5% | +2.9% |
| 7D | +3.4% | -8.4% | +11.8% | +3.7% |
| 30D | -9.5% | -11.2% | +1.7% | -8.7% |
| 3M | -26.2% | -36.1% | +9.9% | -26.9% |
| 6M | +2.7% | -37.9% | +40.6% | +1.6% |
| All | +2.7% | -32.3% | +35.0% | +1.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling