+193.2%
FISV vs ENPH
+417.7%
-224.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +6.8% | -10.8% | -4.5% |
| 7D | -1.6% | +9.3% | -10.8% | -2.2% |
| 30D | -3.0% | -7.3% | +4.3% | -2.5% |
| 3M | -3.5% | -31.7% | +28.2% | -1.5% |
| 6M | -19.4% | -3.5% | -15.9% | -20.4% |
| YTD | -24.3% | +21.2% | -45.4% | -26.8% |
| 1Y | -62.4% | +0.1% | -62.4% | -63.0% |
| 3Y | -58.2% | -67.7% | +9.5% | -57.1% |
| 5Y | -56.5% | -76.2% | +19.7% | -55.5% |
| 10Y | -0.5% | +2,057.2% | -2,057.8% | -19.8% |
| All | +193.2% | +417.7% | -224.5% | +137.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling