+281.7%
GDXJ vs ENPH
-69.9%
+351.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.0% |
| 7D | -6.2% | +1.5% | -7.7% | -6.5% |
| 30D | +4.6% | -12.9% | +17.5% | +6.5% |
| 3M | +31.3% | -27.1% | +58.4% | +36.0% |
| 6M | -10.7% | -15.4% | +4.8% | -9.9% |
| YTD | +9.1% | +15.0% | -5.9% | +5.3% |
| 1Y | +44.1% | -0.7% | +44.8% | +40.8% |
| All | +281.7% | -69.9% | +351.5% | +306.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling