+490.8%
LITE vs ENPH
-88.2%
+579.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.7% | +7.4% | +6.0% |
| 7D | -35.9% | +11.0% | -46.9% | -37.6% |
| 30D | -51.5% | -15.0% | -36.5% | -50.2% |
| 3M | -35.7% | -28.2% | -7.5% | -31.5% |
| 6M | -43.0% | -20.5% | -22.5% | -40.3% |
| YTD | +46.1% | -11.2% | +57.3% | +46.9% |
| 1Y | +124.7% | -8.7% | +133.4% | +125.1% |
| 3Y | +1,172.1% | -63.6% | +1,235.6% | +1,305.0% |
| All | +490.8% | -88.2% | +579.0% | +595.0% |
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