-12.4%
SOUN vs ENPH
-77.2%
+64.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.8% | -9.3% | -4.6% |
| 7D | -4.1% | +9.3% | -13.3% | -6.8% |
| 30D | -18.1% | -7.3% | -10.8% | -16.3% |
| 3M | -12.3% | -31.7% | +19.5% | -2.3% |
| 6M | -18.6% | -3.5% | -15.1% | -21.6% |
| YTD | -34.1% | +21.2% | -55.3% | -42.9% |
| 1Y | -57.0% | +0.1% | -57.1% | -60.6% |
| 3Y | +185.7% | -67.7% | +253.4% | +249.1% |
| All | -12.4% | -77.2% | +64.8% | -28.7% |
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