+755.6%
GOOGL vs ENPH
+1,908.3%
-1,152.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.2% | +1.9% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | -1.4% | -10.8% | +9.4% | -0.5% |
| 3M | -5.3% | -33.8% | +28.5% | -2.3% |
| 6M | +9.8% | -16.1% | +25.9% | +9.8% |
| YTD | +8.4% | +13.4% | -5.1% | +4.5% |
| 1Y | +41.2% | -2.6% | +43.8% | +37.5% |
| 3Y | +149.6% | -70.3% | +219.8% | +159.3% |
| 5Y | +142.6% | -77.0% | +219.6% | +152.3% |
| All | +755.6% | +1,908.3% | -1,152.7% | +613.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling