+13.6%
QCOM vs ENPH
-4.2%
+17.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | +4.9% | +1.5% | +3.4% | +4.4% |
| 30D | +9.3% | -12.9% | +22.2% | +12.9% |
| 3M | -7.0% | -27.1% | +20.1% | -0.2% |
| 6M | +32.0% | -15.4% | +47.5% | +37.1% |
| YTD | +5.0% | +15.0% | -10.0% | +1.8% |
| 1Y | +13.6% | -0.7% | +14.3% | +13.1% |
| All | +13.6% | -4.2% | +17.8% | +13.1% |
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 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