+52.5%
SOXX vs ENPH
+8.1%
+44.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.7% | -6.9% | -3.9% |
| 7D | -13.7% | +26.3% | -40.0% | -17.9% |
| 30D | -23.6% | -5.7% | -17.9% | -23.0% |
| 3M | -16.9% | -24.5% | +7.6% | -12.4% |
| 6M | -2.4% | -3.0% | +0.6% | +2.8% |
| YTD | +49.8% | -1.6% | +51.4% | +51.6% |
| 1Y | +52.5% | +8.8% | +43.8% | +48.4% |
| All | +52.5% | +8.1% | +44.4% | +48.4% |
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