+143.7%
LLY vs ENPH
-62.5%
+206.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.1% | +2.1% | +4.2% |
| 7D | +0.1% | +4.1% | -4.0% | -0.2% |
| 30D | +19.7% | -11.4% | +31.1% | +20.3% |
| 3M | +19.3% | -30.5% | +49.8% | +21.4% |
| 6M | +49.3% | -20.2% | +69.6% | +48.7% |
| YTD | +32.0% | -9.3% | +41.3% | +30.5% |
| 1Y | +53.7% | -3.8% | +57.5% | +51.5% |
| 3Y | +143.7% | -61.5% | +205.3% | +144.2% |
| All | +143.7% | -62.5% | +206.2% | +144.2% |
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