+263.7%
QCOM vs ENPH
+2,033.5%
-1,769.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.8% | -3.6% | +2.2% |
| 7D | +5.1% | +9.3% | -4.2% | +3.7% |
| 30D | +4.3% | -7.3% | +11.5% | +5.4% |
| 3M | -19.6% | -31.7% | +12.1% | -15.1% |
| 6M | +29.5% | -3.5% | +33.0% | +29.1% |
| YTD | +3.4% | +21.2% | -17.8% | -1.3% |
| 1Y | +10.9% | +0.1% | +10.9% | +8.2% |
| 3Y | +74.8% | -67.7% | +142.5% | +88.6% |
| 5Y | +36.2% | -76.2% | +112.4% | +48.2% |
| 10Y | +263.7% | +2,057.2% | -1,793.5% | +200.1% |
| All | +263.7% | +2,033.5% | -1,769.8% | +200.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling