+112.8%
GLDM vs ENPH
-88.0%
+200.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.6% | -1.3% |
| 7D | -2.0% | -10.3% | +8.3% | -1.6% |
| 30D | -4.4% | -10.1% | +5.7% | -4.2% |
| 3M | -8.8% | -33.1% | +24.2% | -7.6% |
| 6M | -15.9% | -24.8% | +9.0% | -15.3% |
| YTD | -7.7% | -11.7% | +4.0% | -7.7% |
| 1Y | -3.6% | -8.2% | +4.6% | -3.7% |
| 3Y | +105.2% | -63.7% | +168.9% | +108.3% |
| 5Y | +112.8% | -88.7% | +201.5% | +118.0% |
| All | +112.8% | -88.0% | +200.7% | +118.0% |
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