+1,587.5%
LITE vs ENPH
+2,435.8%
-848.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.0% | +3.2% | -0.8% |
| 7D | -13.9% | -9.1% | -4.8% | -12.2% |
| 30D | -46.9% | -15.8% | -31.2% | -45.6% |
| 3M | -28.0% | -32.5% | +4.4% | -23.3% |
| 6M | -35.2% | -24.2% | -11.0% | -32.3% |
| YTD | +58.9% | -13.8% | +72.6% | +59.3% |
| 1Y | +125.3% | -15.8% | +141.1% | +127.1% |
| 3Y | +1,344.4% | -64.6% | +1,409.0% | +1,480.3% |
| 5Y | +541.2% | -88.1% | +629.2% | +696.0% |
| 10Y | +1,587.5% | +2,367.9% | -780.3% | +841.6% |
| All | +1,587.5% | +2,435.8% | -848.3% | +841.6% |
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 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