+12.3%
QQQ vs ENPH
+8.1%
+4.1%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.7% | -2.7% | +0.6% |
| 7D | -4.6% | +26.3% | -30.9% | -6.7% |
| 30D | -8.5% | -5.7% | -2.8% | -8.2% |
| 3M | -4.3% | -24.5% | +20.2% | -2.1% |
| 6M | +3.1% | -3.0% | +6.1% | +4.4% |
| YTD | +13.0% | -1.6% | +14.6% | +12.4% |
| 1Y | +12.3% | +8.8% | +3.5% | +9.4% |
| All | +12.3% | +8.1% | +4.1% | +9.4% |
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 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