+153.0%
SYF vs ENPH
-69.9%
+222.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -2.9% | -2.5% |
| 7D | -5.5% | +1.5% | -7.0% | -5.7% |
| 30D | -3.9% | -12.9% | +9.0% | -2.8% |
| 3M | +8.9% | -27.1% | +36.0% | +11.5% |
| 6M | +16.2% | -15.4% | +31.7% | +16.2% |
| YTD | -8.4% | +15.0% | -23.5% | -11.6% |
| 1Y | +2.6% | -0.7% | +3.3% | 0.0% |
| All | +153.0% | -69.9% | +222.8% | +162.3% |
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 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