+2.5%
SWKS vs ENPH
-64.2%
+66.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.8% | +0.8% |
| 7D | -3.1% | -9.1% | +6.0% | -1.5% |
| 30D | +8.3% | -15.8% | +24.1% | +11.1% |
| 3M | +20.2% | -32.5% | +52.7% | +28.6% |
| 6M | +24.9% | -24.2% | +49.1% | +29.3% |
| YTD | +33.2% | -13.8% | +46.9% | +31.1% |
| 1Y | +23.6% | -15.8% | +39.4% | +22.0% |
| All | +2.5% | -64.2% | +66.7% | +13.6% |
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