+65.9%
LIN vs ENPH
-89.4%
+155.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.4% | +4.6% | -0.4% |
| 7D | +0.2% | -7.6% | +7.8% | +0.7% |
| 30D | +6.2% | -16.4% | +22.6% | +7.2% |
| 3M | +9.3% | -34.3% | +43.7% | +12.0% |
| 6M | +4.4% | -28.5% | +32.9% | +4.9% |
| YTD | +23.7% | -16.4% | +40.2% | +21.5% |
| 1Y | +23.5% | -12.8% | +36.3% | +20.7% |
| 3Y | +35.8% | -65.7% | +101.4% | +35.9% |
| 5Y | +65.9% | -89.4% | +155.2% | +84.6% |
| All | +65.9% | -89.4% | +155.2% | +84.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling