-61.1%
FISV vs ENPH
-1.9%
-59.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -0.3% | -2.4% | +2.0% | -0.1% |
| 30D | -2.1% | -6.6% | +4.6% | -1.4% |
| 3M | -5.7% | -46.8% | +41.1% | +1.5% |
| 6M | -15.3% | -14.7% | -0.6% | -17.3% |
| YTD | -21.1% | +13.5% | -34.6% | -35.6% |
| 1Y | -61.1% | -0.4% | -60.7% | -60.1% |
| All | -61.1% | -1.9% | -59.2% | -60.1% |
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