+32.4%
SWKS vs ENPH
+2,696.2%
-2,663.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.4% | +0.4% |
| 7D | -2.7% | +4.1% | -6.9% | -3.6% |
| 30D | +8.5% | -11.4% | +19.9% | +10.0% |
| 3M | +17.3% | -30.5% | +47.8% | +23.9% |
| 6M | +25.1% | -20.2% | +45.3% | +27.4% |
| YTD | +33.3% | -9.3% | +42.6% | +30.1% |
| 1Y | +22.9% | -3.8% | +26.7% | +18.4% |
| 3Y | +5.5% | -61.5% | +67.1% | +11.8% |
| 5Y | -41.9% | -87.9% | +46.0% | -29.2% |
| 10Y | +32.4% | +2,519.8% | -2,487.4% | -9.5% |
| All | +32.4% | +2,696.2% | -2,663.7% | -9.5% |
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