+382.5%
GLW vs ENPH
-77.3%
+459.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +6.8% | +0.8% | +6.6% |
| 7D | +14.0% | +9.3% | +4.8% | +12.6% |
| 30D | +0.4% | -7.3% | +7.6% | +1.4% |
| 3M | -11.3% | -31.7% | +20.4% | -6.6% |
| 6M | +35.1% | -3.5% | +38.5% | +37.1% |
| YTD | +90.5% | +21.2% | +69.4% | +88.3% |
| 1Y | +132.0% | +0.1% | +132.0% | +132.1% |
| 3Y | +463.3% | -67.7% | +531.0% | +504.9% |
| 5Y | +382.5% | -76.2% | +458.7% | +434.1% |
| All | +382.5% | -77.3% | +459.8% | +434.1% |
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