+27.2%
NFLX vs ENPH
-77.5%
+104.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.4% | +4.5% | -0.3% |
| 7D | -8.1% | +3.4% | -11.5% | -8.5% |
| 30D | -0.3% | -10.3% | +9.9% | +0.8% |
| 3M | -6.6% | -31.4% | +24.8% | -3.1% |
| 6M | -22.7% | -10.1% | -12.5% | -24.2% |
| YTD | -18.9% | +14.6% | -33.5% | -25.1% |
| 1Y | -39.8% | -3.2% | -36.6% | -43.3% |
| 3Y | +71.7% | -69.5% | +141.2% | +83.7% |
| 5Y | +27.2% | -77.2% | +104.5% | +35.4% |
| All | +27.2% | -77.5% | +104.8% | +35.4% |
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 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