-1.9%
LQD vs ENPH
+8.1%
-10.0%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -3.0% | +0.7% |
| 7D | +0.4% | +26.3% | -25.8% | +0.1% |
| 30D | +2.6% | -5.7% | +8.3% | +2.7% |
| 3M | -1.7% | -24.5% | +22.8% | -1.4% |
| 6M | -1.9% | -3.0% | +1.1% | -1.7% |
| YTD | -2.2% | -1.6% | -0.6% | -2.1% |
| 1Y | -1.9% | +8.8% | -10.6% | -1.8% |
| All | -1.9% | +8.1% | -10.0% | -1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling