-51.1%
FIS vs ENPH
+8.1%
-59.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +3.7% | -27.4% | -23.6% |
| 7D | -18.4% | +26.3% | -44.7% | -18.0% |
| 30D | -11.4% | -5.7% | -5.7% | -11.4% |
| 3M | -32.0% | -24.5% | -7.5% | -32.2% |
| 6M | -35.6% | -3.0% | -32.6% | -36.6% |
| YTD | -53.8% | -1.6% | -52.2% | -55.6% |
| 1Y | -51.1% | +8.8% | -59.8% | -53.7% |
| All | -51.1% | +8.1% | -59.2% | -53.7% |
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