+125.7%
INFY vs ENPH
+384.7%
-258.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -9.3% |
| 3M | -4.6% | -33.8% | +29.3% | -2.7% |
| 6M | -18.5% | -16.1% | -2.3% | -18.7% |
| YTD | -36.5% | +13.4% | -50.0% | -38.4% |
| 1Y | -32.8% | -2.6% | -30.2% | -34.2% |
| 3Y | -32.2% | -70.3% | +38.1% | -30.6% |
| 5Y | -44.7% | -77.0% | +32.3% | -43.6% |
| 10Y | +82.3% | +1,919.4% | -1,837.1% | +44.1% |
| All | +125.7% | +384.7% | -258.9% | +79.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling