+170.5%
GD vs ENPH
+2,496.3%
-2,325.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.4% | -0.2% |
| 7D | +0.6% | -10.3% | +10.9% | +1.1% |
| 30D | +9.5% | -10.1% | +19.6% | +9.8% |
| 3M | -5.8% | -33.1% | +27.3% | -4.3% |
| 6M | +7.7% | -24.8% | +32.6% | +8.0% |
| YTD | +11.1% | -11.7% | +22.8% | +9.6% |
| 1Y | +6.1% | -8.2% | +14.3% | +4.4% |
| 3Y | +59.8% | -63.7% | +123.5% | +60.7% |
| 5Y | +104.6% | -88.7% | +193.3% | +116.2% |
| 10Y | +170.5% | +2,382.5% | -2,211.9% | +122.1% |
| All | +170.5% | +2,496.3% | -2,325.8% | +122.1% |
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