-25.2%
GIS vs ENPH
-77.4%
+52.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.0% |
| 7D | -8.4% | +1.5% | -9.9% | -8.4% |
| 30D | -5.2% | -12.9% | +7.7% | -5.2% |
| 3M | +8.2% | -27.1% | +35.3% | +8.2% |
| 6M | -12.0% | -15.4% | +3.4% | -12.3% |
| YTD | -18.9% | +15.0% | -33.9% | -19.5% |
| 1Y | -23.6% | -0.7% | -22.9% | -24.1% |
| 3Y | -37.6% | -69.3% | +31.7% | -38.2% |
| 5Y | -25.2% | -76.7% | +51.5% | -23.5% |
| All | -25.2% | -77.4% | +52.2% | -23.5% |
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