+49.5%
JBL vs ENPH
-1.9%
+51.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.4% | +1.5% |
| 7D | +3.0% | -2.4% | +5.4% | +3.4% |
| 30D | -8.3% | -6.6% | -1.6% | -7.4% |
| 3M | -16.9% | -46.8% | +29.9% | -10.8% |
| 6M | +21.8% | -14.7% | +36.5% | +24.7% |
| YTD | +36.3% | +13.5% | +22.8% | +34.3% |
| 1Y | +49.5% | -0.4% | +49.9% | +45.8% |
| All | +49.5% | -1.9% | +51.4% | +45.8% |
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 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