+39.3%
GEHC vs ENPH
-92.0%
+131.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.1% | +1.7% |
| 7D | +0.8% | -8.4% | +9.2% | +1.6% |
| 30D | +21.3% | -11.2% | +32.5% | +22.3% |
| 3M | +12.6% | -36.1% | +48.6% | +17.2% |
| 6M | +34.3% | -37.9% | +72.2% | +37.2% |
| YTD | +1.4% | -18.7% | +20.1% | -1.5% |
| 1Y | +12.5% | -9.8% | +22.3% | +7.7% |
| 3Y | +19.2% | -66.8% | +86.0% | +21.4% |
| All | +39.3% | -92.0% | +131.2% | +75.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling