+296.0%
GDX vs ENPH
+1,908.3%
-1,612.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.2% |
| 7D | -2.2% | -0.1% | -2.1% | -2.2% |
| 30D | +6.8% | -10.8% | +17.6% | +7.6% |
| 3M | +24.9% | -33.8% | +58.8% | +28.5% |
| 6M | -4.2% | -16.1% | +11.9% | -3.8% |
| YTD | +13.2% | +13.4% | -0.2% | +10.7% |
| 1Y | +40.2% | -2.6% | +42.8% | +38.2% |
| 3Y | +249.6% | -70.3% | +319.8% | +263.5% |
| 5Y | +230.4% | -77.0% | +307.4% | +242.0% |
| All | +296.0% | +1,908.3% | -1,612.3% | +266.3% |
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