+47.0%
QCOM vs ENPH
-65.0%
+112.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.7% | +7.3% | +5.9% |
| 7D | +0.4% | +11.0% | -10.6% | -1.8% |
| 30D | -6.6% | -15.0% | +8.4% | -3.9% |
| 3M | +3.7% | -28.2% | +31.9% | +10.3% |
| 6M | -13.3% | -20.5% | +7.2% | -9.2% |
| YTD | -1.8% | -11.2% | +9.4% | -1.1% |
| 1Y | -2.5% | -8.7% | +6.2% | -2.5% |
| 3Y | +47.0% | -63.6% | +110.6% | +67.4% |
| All | +47.0% | -65.0% | +112.0% | +67.4% |
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 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