+42.5%
GDXJ vs ENPH
-2.4%
+45.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.4% | +1.3% |
| 7D | -2.8% | -0.1% | -2.8% | -2.9% |
| 30D | +5.0% | -10.8% | +15.8% | +6.8% |
| 3M | +24.1% | -33.8% | +57.9% | +31.3% |
| 6M | -7.4% | -16.1% | +8.8% | -5.8% |
| YTD | +10.2% | +13.4% | -3.2% | +6.7% |
| 1Y | +42.5% | -2.6% | +45.1% | +38.8% |
| All | +42.5% | -2.4% | +45.0% | +38.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling