+112.9%
FOXA vs ENPH
-69.9%
+182.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +2.1% |
| 7D | -3.7% | +1.5% | -5.3% | -3.8% |
| 30D | +5.4% | -12.9% | +18.2% | +5.8% |
| 3M | -3.7% | -27.1% | +23.4% | -2.7% |
| 6M | +12.6% | -15.4% | +28.0% | +12.3% |
| YTD | -10.0% | +15.0% | -25.0% | -12.0% |
| 1Y | +15.0% | -0.7% | +15.7% | +13.2% |
| All | +112.9% | -69.9% | +182.8% | +124.5% |
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