+121.8%
GLDM vs ENPH
-88.2%
+210.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.7% |
| 7D | +4.7% | +11.0% | -6.3% | +4.2% |
| 30D | -0.9% | -15.0% | +14.2% | -0.4% |
| 3M | -4.3% | -28.2% | +23.9% | -3.3% |
| 6M | -13.4% | -20.5% | +7.1% | -13.0% |
| YTD | -5.8% | -11.2% | +5.4% | -5.8% |
| 1Y | +2.1% | -8.7% | +10.7% | +1.9% |
| 3Y | +105.0% | -63.6% | +168.6% | +108.0% |
| All | +121.8% | -88.2% | +210.0% | +128.1% |
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