+2,108.4%
STX vs ENPH
+2,496.3%
-388.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +2.4% | +7.6% | +9.8% |
| 7D | -1.0% | -10.3% | +9.3% | +0.2% |
| 30D | -26.8% | -10.1% | -16.6% | -26.2% |
| 3M | -32.7% | -33.1% | +0.4% | -30.4% |
| 6M | -33.7% | -24.8% | -8.9% | -32.3% |
| YTD | +101.0% | -11.7% | +112.7% | +100.1% |
| 1Y | +92.7% | -8.2% | +100.9% | +91.2% |
| 3Y | +708.7% | -63.7% | +772.4% | +741.7% |
| 5Y | +504.0% | -88.7% | +592.7% | +571.2% |
| 10Y | +2,108.4% | +2,382.5% | -274.1% | +1,702.7% |
| All | +2,108.4% | +2,496.3% | -388.0% | +1,702.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling