-59.8%
FISV vs ENPH
-69.9%
+10.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | -7.2% | +1.5% | -8.7% | -7.3% |
| 30D | -7.2% | -12.9% | +5.7% | -6.3% |
| 3M | -8.2% | -27.1% | +18.9% | -6.3% |
| 6M | -17.7% | -15.4% | -2.3% | -18.1% |
| YTD | -27.2% | +15.0% | -42.2% | -30.7% |
| 1Y | -63.0% | -0.7% | -62.3% | -63.9% |
| All | -59.8% | -69.9% | +10.1% | -59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling