-2.2%
ONDS vs ENPH
-77.4%
+75.2%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.7% |
| 7D | -5.0% | +1.5% | -6.5% | -5.5% |
| 30D | -25.6% | -12.9% | -12.7% | -22.1% |
| 3M | -22.1% | -27.1% | +5.0% | -13.8% |
| 6M | -27.6% | -15.4% | -12.1% | -24.7% |
| YTD | -25.7% | +15.0% | -40.7% | -33.2% |
| 1Y | +30.4% | -0.7% | +31.1% | +21.5% |
| 3Y | +695.0% | -69.3% | +764.3% | +897.4% |
| 5Y | -2.2% | -76.7% | +74.5% | +20.2% |
| All | -2.2% | -77.4% | +75.2% | +20.2% |
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 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