+265.1%
GE vs ENPH
-65.3%
+330.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.4% | +1.9% | -3.2% |
| 7D | +5.1% | -7.6% | +12.7% | +5.5% |
| 30D | +7.6% | -16.4% | +23.9% | +8.3% |
| 3M | -9.3% | -34.3% | +25.0% | -7.8% |
| 6M | +11.5% | -28.5% | +40.1% | +12.2% |
| YTD | +7.9% | -16.4% | +24.3% | +7.4% |
| 1Y | +7.6% | -12.8% | +20.4% | +6.9% |
| All | +265.1% | -65.3% | +330.4% | +285.3% |
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 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