+177.4%
GD vs ENPH
+2,696.2%
-2,518.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.1% | +0.1% | +2.2% |
| 7D | -3.0% | +4.1% | -7.2% | -3.3% |
| 30D | +9.3% | -11.4% | +20.7% | +9.7% |
| 3M | -7.2% | -30.5% | +23.3% | -5.8% |
| 6M | +5.5% | -20.2% | +25.7% | +5.4% |
| YTD | +9.5% | -9.3% | +18.8% | +7.9% |
| 1Y | +6.4% | -3.8% | +10.2% | +4.5% |
| 3Y | +59.8% | -61.5% | +121.4% | +60.2% |
| 5Y | +98.0% | -87.9% | +185.8% | +108.4% |
| 10Y | +177.4% | +2,519.8% | -2,342.4% | +127.9% |
| All | +177.4% | +2,696.2% | -2,518.8% | +127.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling