+344.5%
GE vs ENPH
+257.1%
+87.5%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.4% | +1.9% | -3.1% |
| 7D | +5.1% | -7.6% | +12.7% | +5.7% |
| 30D | +7.6% | -16.4% | +23.9% | +8.7% |
| 3M | -9.3% | -34.3% | +25.0% | -6.9% |
| 6M | +11.5% | -28.5% | +40.1% | +12.7% |
| YTD | +7.9% | -16.4% | +24.3% | +6.8% |
| 1Y | +7.6% | -12.8% | +20.4% | +6.2% |
| 3Y | +265.9% | -65.7% | +331.5% | +273.1% |
| 5Y | +405.9% | -89.4% | +495.3% | +448.4% |
| 10Y | +149.6% | +2,249.1% | -2,099.5% | +85.5% |
| All | +344.5% | +257.1% | +87.5% | +236.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling