-32.2%
INFY vs ENPH
-70.3%
+38.1%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.5% |
| 7D | -5.4% | -0.1% | -5.3% | -5.4% |
| 30D | -9.9% | -10.8% | +1.0% | -9.7% |
| 3M | -4.6% | -33.8% | +29.3% | -4.0% |
| 6M | -18.5% | -16.1% | -2.3% | -18.9% |
| YTD | -36.5% | +13.4% | -50.0% | -37.9% |
| 1Y | -32.8% | -2.6% | -30.2% | -33.9% |
| 3Y | -32.2% | -70.3% | +38.1% | -30.4% |
| All | -32.2% | -70.3% | +38.1% | -30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling