-3.0%
ISRG vs ENPH
-77.3%
+74.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.8% | -11.3% | -5.2% |
| 7D | -5.2% | +9.3% | -14.4% | -6.1% |
| 30D | -7.6% | -7.3% | -0.3% | -6.9% |
| 3M | -16.4% | -31.7% | +15.4% | -13.4% |
| 6M | -28.6% | -3.5% | -25.1% | -30.4% |
| YTD | -38.2% | +21.2% | -59.3% | -42.4% |
| 1Y | -25.5% | +0.1% | -25.5% | -29.2% |
| 3Y | +17.4% | -67.7% | +85.1% | +23.5% |
| 5Y | -3.0% | -76.2% | +73.3% | -0.8% |
| All | -3.0% | -77.3% | +74.4% | -0.8% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling