+580.4%
LITE vs ENPH
-89.4%
+669.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.4% | +1.8% | -2.4% |
| 7D | +22.6% | -7.6% | +30.1% | +24.8% |
| 30D | -36.8% | -16.4% | -20.4% | -34.8% |
| 3M | -33.0% | -34.3% | +1.3% | -27.1% |
| 6M | -37.1% | -28.5% | -8.5% | -32.6% |
| YTD | +69.5% | -16.4% | +85.9% | +72.8% |
| 1Y | +146.1% | -12.8% | +158.9% | +149.3% |
| 3Y | +1,440.8% | -65.7% | +1,506.5% | +1,625.4% |
| 5Y | +580.4% | -89.4% | +669.8% | +728.9% |
| All | +580.4% | -89.4% | +669.8% | +728.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling