+32.1%
SWKS vs ENPH
+2,272.5%
-2,240.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +1.5% |
| 7D | -6.2% | +11.0% | -17.1% | -8.1% |
| 30D | -1.5% | -15.0% | +13.5% | +0.6% |
| 3M | +23.0% | -28.2% | +51.2% | +29.2% |
| 6M | +27.6% | -20.5% | +48.1% | +30.0% |
| YTD | +32.3% | -11.2% | +43.5% | +29.6% |
| 1Y | +20.1% | -8.7% | +28.8% | +16.8% |
| 3Y | +0.6% | -63.6% | +64.2% | +7.7% |
| 5Y | -42.3% | -88.0% | +45.7% | -29.5% |
| All | +32.1% | +2,272.5% | -2,240.4% | -9.1% |
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