+61.9%
SYF vs ENPH
-88.0%
+149.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -1.9% | +0.2% |
| 7D | -3.6% | -10.3% | +6.7% | -2.5% |
| 30D | -1.7% | -10.1% | +8.4% | -1.0% |
| 3M | -7.8% | -33.1% | +25.3% | -4.1% |
| 6M | +3.4% | -24.8% | +28.2% | +4.5% |
| YTD | -12.2% | -11.7% | -0.5% | -14.3% |
| 1Y | -1.6% | -8.2% | +6.7% | -4.4% |
| 3Y | +157.8% | -63.7% | +221.5% | +159.2% |
| 5Y | +61.9% | -88.7% | +150.6% | +80.4% |
| All | +61.9% | -88.0% | +149.9% | +80.4% |
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