+15.0%
GE vs ENPH
-4.2%
+19.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | -2.8% | +1.5% | -4.3% | -2.9% |
| 30D | -11.9% | -12.9% | +0.9% | -11.4% |
| 3M | +1.8% | -27.1% | +28.9% | +2.9% |
| 6M | -0.6% | -15.4% | +14.8% | -1.4% |
| YTD | +5.5% | +15.0% | -9.5% | +4.4% |
| 1Y | +15.0% | -0.7% | +15.7% | +13.3% |
| All | +15.0% | -4.2% | +19.2% | +13.3% |
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 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