+95.4%
STM vs ENPH
-14.0%
+109.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.4% | +5.8% | +2.2% |
| 7D | +16.3% | -7.6% | +23.9% | +19.2% |
| 30D | -6.3% | -16.4% | +10.1% | -1.4% |
| 3M | -14.1% | -34.3% | +20.2% | -2.4% |
| 6M | -19.6% | -28.5% | +9.0% | -7.8% |
| YTD | +80.1% | -16.4% | +96.6% | +90.6% |
| 1Y | +95.4% | -12.8% | +108.2% | +101.6% |
| All | +95.4% | -14.0% | +109.3% | +101.6% |
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 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