+427.2%
LIN vs ENPH
+2,496.3%
-2,069.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.8% |
| 7D | +0.3% | -10.3% | +10.6% | +1.0% |
| 30D | +8.0% | -10.1% | +18.2% | +8.5% |
| 3M | +7.7% | -33.1% | +40.8% | +10.2% |
| 6M | +5.1% | -24.8% | +29.9% | +5.5% |
| YTD | +24.7% | -11.7% | +36.4% | +22.7% |
| 1Y | +25.1% | -8.2% | +33.3% | +22.6% |
| 3Y | +36.8% | -63.7% | +100.6% | +38.3% |
| 5Y | +67.9% | -88.7% | +156.6% | +80.6% |
| 10Y | +427.2% | +2,382.5% | -1,955.3% | +347.9% |
| All | +427.2% | +2,496.3% | -2,069.1% | +347.9% |
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