+100.5%
GD vs ENPH
-89.7%
+190.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.2% |
| 7D | +2.7% | -8.4% | +11.1% | +3.0% |
| 30D | +8.6% | -11.2% | +19.8% | +8.9% |
| 3M | -7.1% | -36.1% | +29.0% | -5.7% |
| 6M | +7.5% | -37.9% | +45.4% | +8.4% |
| YTD | +9.9% | -18.7% | +28.6% | +8.5% |
| 1Y | +7.6% | -9.8% | +17.4% | +5.5% |
| 3Y | +56.2% | -66.8% | +123.0% | +55.8% |
| All | +100.5% | -89.7% | +190.3% | +111.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling