+141.6%
FITB vs ENPH
-66.2%
+207.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.8% | +1.3% |
| 7D | +2.8% | -8.4% | +11.2% | +3.5% |
| 30D | +9.8% | -11.2% | +21.0% | +10.6% |
| 3M | -5.2% | -36.1% | +30.9% | -1.9% |
| 6M | +17.3% | -37.9% | +55.3% | +20.3% |
| YTD | +19.3% | -18.7% | +38.0% | +17.6% |
| 1Y | +32.7% | -9.8% | +42.5% | +29.3% |
| 3Y | +141.6% | -66.8% | +208.4% | +127.3% |
| All | +141.6% | -66.2% | +207.8% | +127.3% |
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