+9.3%
GEHC vs ENPH
-88.7%
+98.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -15.2% |
| YTD | -20.4% | +14.6% | -35.0% | -25.0% |
| 1Y | -17.0% | -3.2% | -13.8% | -20.6% |
| 3Y | +0.9% | -69.5% | +70.4% | +4.5% |
| All | +9.3% | -88.7% | +98.0% | +33.8% |
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