+1,533.3%
LITE vs ENPH
+2,696.2%
-1,162.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.1% | +8.5% | +10.3% |
| 7D | -12.9% | +4.1% | -17.0% | -13.4% |
| 30D | -46.0% | -11.4% | -34.6% | -45.1% |
| 3M | -33.0% | -30.5% | -2.5% | -28.9% |
| 6M | -34.0% | -20.2% | -13.8% | -31.8% |
| YTD | +61.7% | -9.3% | +71.0% | +60.6% |
| 1Y | +148.3% | -3.8% | +152.1% | +144.5% |
| 3Y | +1,408.5% | -61.5% | +1,470.0% | +1,526.0% |
| 5Y | +546.2% | -87.9% | +634.0% | +699.1% |
| 10Y | +1,533.3% | +2,519.8% | -986.5% | +804.1% |
| All | +1,533.3% | +2,696.2% | -1,162.8% | +804.1% |
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