+1,493.1%
LITE vs ENPH
+2,128.2%
-635.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.7% | -1.8% | -4.0% |
| 7D | +10.8% | -8.4% | +19.2% | +12.7% |
| 30D | -33.4% | -11.2% | -22.3% | -32.5% |
| 3M | -32.2% | -36.1% | +3.8% | -26.9% |
| 6M | -42.1% | -37.9% | -4.2% | -37.3% |
| YTD | +61.9% | -18.7% | +80.5% | +64.2% |
| 1Y | +163.0% | -9.8% | +172.8% | +162.2% |
| 3Y | +1,358.0% | -66.8% | +1,424.8% | +1,515.9% |
| 5Y | +549.9% | -89.6% | +639.6% | +728.3% |
| All | +1,493.1% | +2,128.2% | -635.1% | +799.2% |
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