+833.7%
INSM vs ENPH
+1,908.3%
-1,074.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +1.9% |
| 7D | +2.5% | -0.1% | +2.5% | +2.3% |
| 30D | -2.2% | -10.8% | +8.7% | -0.4% |
| 3M | +33.8% | -33.8% | +67.6% | +42.5% |
| 6M | -7.2% | -16.1% | +9.0% | -7.4% |
| YTD | -25.6% | +13.4% | -39.1% | -31.7% |
| 1Y | -11.2% | -2.6% | -8.6% | -17.0% |
| 3Y | +388.3% | -70.3% | +458.6% | +430.9% |
| 5Y | +376.6% | -77.0% | +453.7% | +418.3% |
| All | +833.7% | +1,908.3% | -1,074.6% | +283.9% |
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