+123.8%
STX vs ENPH
+8.1%
+115.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.7% | -11.8% | -8.7% |
| 7D | -20.2% | +26.3% | -46.4% | -23.5% |
| 30D | -37.2% | -5.7% | -31.5% | -36.8% |
| 3M | -34.1% | -24.5% | -9.6% | -30.9% |
| 6M | -24.5% | -3.0% | -21.4% | -21.8% |
| YTD | +102.9% | -1.6% | +104.5% | +90.2% |
| 1Y | +123.8% | +8.8% | +115.0% | +96.0% |
| All | +123.8% | +8.1% | +115.7% | +96.0% |
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