+27.6%
SWKS vs ENPH
+1,898.4%
-1,870.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.5% |
| 7D | +12.5% | -2.4% | +14.9% | +12.9% |
| 30D | +10.5% | -6.6% | +17.1% | +11.7% |
| 3M | -7.4% | -46.8% | +39.4% | +2.6% |
| 6M | +32.7% | -14.7% | +47.4% | +33.9% |
| YTD | +19.2% | +13.5% | +5.7% | +12.9% |
| 1Y | +2.4% | -0.4% | +2.8% | -1.4% |
| 3Y | -25.6% | -71.7% | +46.1% | -17.1% |
| 5Y | -53.4% | -79.1% | +25.7% | -48.0% |
| All | +27.6% | +1,898.4% | -1,870.8% | -9.3% |
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 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