-36.5%
SWKS vs ENPH
-89.7%
+53.2%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.5% |
| 7D | +9.4% | -8.4% | +17.9% | +11.4% |
| 30D | +17.0% | -11.2% | +28.1% | +18.8% |
| 3M | +28.9% | -36.1% | +65.0% | +40.1% |
| 6M | +33.1% | -37.9% | +71.1% | +43.5% |
| YTD | +44.8% | -18.7% | +63.4% | +43.1% |
| 1Y | +36.2% | -9.8% | +46.0% | +31.5% |
| 3Y | +11.5% | -66.8% | +78.3% | +22.1% |
| All | -36.5% | -89.7% | +53.2% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling