-11.4%
INSM vs ENPH
-1.9%
-9.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +6.5% | -2.4% | +8.9% | +6.6% |
| 30D | +27.5% | -6.6% | +34.2% | +27.6% |
| 3M | +20.4% | -46.8% | +67.2% | +20.7% |
| 6M | -15.7% | -14.7% | -1.0% | -14.5% |
| YTD | -27.4% | +13.5% | -40.9% | -24.4% |
| 1Y | -11.4% | -0.4% | -11.0% | -7.0% |
| All | -11.4% | -1.9% | -9.5% | -7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling