+443.8%
LIN vs ENPH
+384.9%
+58.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -2.1% | -2.4% | +0.2% | -2.0% |
| 30D | -2.4% | -6.6% | +4.2% | -2.1% |
| 3M | -5.6% | -46.8% | +41.2% | -2.4% |
| 6M | -3.4% | -14.7% | +11.4% | -3.6% |
| YTD | +13.1% | +13.5% | -0.4% | +10.3% |
| 1Y | +2.5% | -0.4% | +2.9% | +0.4% |
| 3Y | +27.6% | -71.7% | +99.3% | +31.3% |
| 5Y | +63.0% | -79.1% | +142.1% | +67.6% |
| 10Y | +359.3% | +1,898.4% | -1,539.1% | +264.5% |
| All | +443.8% | +384.9% | +58.9% | +343.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling