+1,383.2%
STX vs ENPH
-68.2%
+1,451.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +6.8% | -0.3% | +5.7% |
| 7D | +10.7% | +9.3% | +1.5% | +9.6% |
| 30D | +11.3% | -7.3% | +18.5% | +12.2% |
| 3M | +3.2% | -31.7% | +35.0% | +7.4% |
| 6M | +157.0% | -3.5% | +160.5% | +158.4% |
| YTD | +229.2% | +21.2% | +208.1% | +221.2% |
| 1Y | +381.8% | +0.1% | +381.8% | +375.0% |
| 3Y | +1,383.2% | -67.7% | +1,450.9% | +1,555.3% |
| All | +1,383.2% | -68.2% | +1,451.4% | +1,555.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling