+1,972.8%
STX vs ENPH
+2,128.2%
-155.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.4% | -2.8% |
| 7D | +14.6% | -8.4% | +23.0% | +15.6% |
| 30D | -26.0% | -11.2% | -14.8% | -25.3% |
| 3M | -42.6% | -36.1% | -6.5% | -40.4% |
| 6M | -35.3% | -37.9% | +2.7% | -32.7% |
| YTD | +92.5% | -18.7% | +111.1% | +93.1% |
| 1Y | +102.4% | -9.8% | +112.2% | +101.2% |
| 3Y | +673.8% | -66.8% | +740.6% | +712.2% |
| 5Y | +463.1% | -89.6% | +552.7% | +530.8% |
| All | +1,972.8% | +2,128.2% | -155.4% | +1,600.5% |
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