+2,129.7%
SMCI vs ENPH
+389.6%
+1,740.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.4% | +2.1% | -2.5% |
| 7D | +5.2% | +3.4% | +1.8% | +4.7% |
| 30D | +23.7% | -10.3% | +34.0% | +25.7% |
| 3M | -4.2% | -31.4% | +27.2% | +1.9% |
| 6M | +21.7% | -10.1% | +31.9% | +23.3% |
| YTD | +33.0% | +14.6% | +18.4% | +29.4% |
| 1Y | -9.3% | -3.2% | -6.1% | -10.1% |
| 3Y | +38.7% | -69.5% | +108.2% | +55.3% |
| 5Y | +967.2% | -77.2% | +1,044.4% | +1,099.5% |
| 10Y | +1,745.9% | +1,940.0% | -194.1% | +1,112.0% |
| All | +2,129.7% | +389.6% | +1,740.1% | +1,460.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling