+1,331.0%
LITE vs ENPH
-64.2%
+1,395.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.0% | +3.2% | -0.6% |
| 7D | -13.9% | -9.1% | -4.8% | -11.8% |
| 30D | -46.9% | -15.8% | -31.2% | -45.2% |
| 3M | -28.0% | -32.5% | +4.4% | -21.9% |
| 6M | -35.2% | -24.2% | -11.0% | -30.7% |
| YTD | +58.9% | -13.8% | +72.6% | +62.8% |
| 1Y | +125.3% | -15.8% | +141.1% | +132.0% |
| All | +1,331.0% | -64.2% | +1,395.2% | +1,423.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling