+158.7%
SYF vs ENPH
-63.3%
+222.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -1.9% | +0.3% |
| 7D | -3.6% | -10.3% | +6.7% | -2.8% |
| 30D | -1.7% | -10.1% | +8.4% | -1.2% |
| 3M | -7.8% | -33.1% | +25.3% | -5.1% |
| 6M | +3.4% | -24.8% | +28.2% | +4.3% |
| YTD | -12.2% | -11.7% | -0.5% | -13.3% |
| 1Y | -1.6% | -8.2% | +6.7% | -3.2% |
| All | +158.7% | -63.3% | +222.1% | +150.1% |
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 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