+69.0%
QCOM vs ENPH
-69.9%
+138.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +3.3% | -2.4% | +5.7% | +3.8% |
| 30D | +7.7% | -6.6% | +14.3% | +9.1% |
| 3M | -30.1% | -46.8% | +16.8% | -21.5% |
| 6M | +22.8% | -14.7% | +37.6% | +25.8% |
| YTD | +0.2% | +13.5% | -13.3% | -3.4% |
| 1Y | +7.9% | -0.4% | +8.3% | +5.6% |
| All | +69.0% | -69.9% | +138.9% | +91.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling