+5,083.9%
LITE vs ENPH
+528.2%
+4,555.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +4.0% |
| 7D | -1.5% | -2.4% | +0.8% | -1.2% |
| 30D | +6.7% | -6.6% | +13.3% | +7.7% |
| 3M | -6.8% | -46.8% | +40.1% | +2.7% |
| 6M | +29.4% | -14.7% | +44.2% | +32.1% |
| YTD | +139.1% | +13.5% | +125.6% | +131.8% |
| 1Y | +521.0% | -0.4% | +521.4% | +511.4% |
| 3Y | +1,535.3% | -71.7% | +1,607.0% | +1,716.2% |
| 5Y | +889.8% | -79.1% | +968.9% | +994.4% |
| 10Y | +2,400.7% | +1,898.4% | +502.4% | +1,664.2% |
| All | +5,083.9% | +528.2% | +4,555.7% | +3,234.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling