+489.9%
LITE vs ENPH
-8.1%
+498.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +3.9% |
| 7D | -1.5% | -2.4% | +0.8% | -0.7% |
| 30D | +6.7% | -6.6% | +13.3% | +8.9% |
| 3M | -6.8% | -46.8% | +40.1% | +12.4% |
| 6M | +29.4% | -14.7% | +44.2% | +37.6% |
| YTD | +139.1% | +13.5% | +125.6% | +123.0% |
| All | +489.9% | -8.1% | +498.0% | +414.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling