+431.5%
LIN vs ENPH
+2,128.2%
-1,696.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.3% | +0.9% |
| 7D | +2.1% | -8.4% | +10.5% | +2.7% |
| 30D | +6.8% | -11.2% | +17.9% | +7.4% |
| 3M | +10.4% | -36.1% | +46.4% | +13.3% |
| 6M | +3.2% | -37.9% | +41.1% | +5.0% |
| YTD | +24.6% | -18.7% | +43.2% | +23.2% |
| 1Y | +24.4% | -9.8% | +34.2% | +22.0% |
| 3Y | +36.7% | -66.8% | +103.6% | +39.0% |
| 5Y | +67.0% | -89.6% | +156.7% | +80.7% |
| All | +431.5% | +2,128.2% | -1,696.7% | +354.2% |
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