+62.2%
ISRG vs ENPH
-63.2%
+125.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.0% | +2.7% | -2.1% |
| 7D | +2.1% | -9.1% | +11.2% | +2.6% |
| 30D | +6.2% | -15.8% | +21.9% | +6.8% |
| 3M | +14.4% | -32.5% | +46.9% | +16.1% |
| 6M | 0.0% | -24.2% | +24.2% | -0.8% |
| YTD | -20.5% | -13.8% | -6.8% | -22.5% |
| 1Y | -21.9% | -15.8% | -6.1% | -23.7% |
| 3Y | +62.2% | -64.6% | +126.7% | +60.6% |
| All | +62.2% | -63.2% | +125.3% | +60.6% |
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