+174.0%
GD vs ENPH
+2,435.8%
-2,261.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.0% | +6.4% | +1.7% |
| 7D | -1.9% | -9.1% | +7.3% | -1.5% |
| 30D | +10.9% | -15.8% | +26.7% | +11.6% |
| 3M | -6.8% | -32.5% | +25.7% | -5.3% |
| 6M | +7.0% | -24.2% | +31.2% | +7.2% |
| YTD | +11.1% | -13.8% | +24.9% | +9.8% |
| 1Y | +7.0% | -15.8% | +22.9% | +5.8% |
| 3Y | +59.9% | -64.6% | +124.5% | +61.0% |
| 5Y | +102.5% | -88.1% | +190.5% | +113.3% |
| 10Y | +174.0% | +2,367.9% | -2,193.8% | +125.7% |
| All | +174.0% | +2,435.8% | -2,261.8% | +125.7% |
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