-1.7%
GEHC vs ENPH
-70.0%
+68.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.4% | +3.0% | -1.8% |
| 7D | -7.6% | +3.4% | -11.0% | -8.0% |
| 30D | -10.7% | -10.3% | -0.4% | -9.7% |
| 3M | -1.2% | -31.4% | +30.2% | +2.2% |
| 6M | -13.7% | -10.1% | -3.6% | -15.3% |
| YTD | -20.4% | +14.6% | -35.0% | -25.2% |
| 1Y | -17.0% | -3.2% | -13.8% | -20.7% |
| All | -1.7% | -70.0% | +68.3% | +1.2% |
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