+92.3%
SYF vs ENPH
-77.3%
+169.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.8% | -8.4% | -2.3% |
| 7D | +2.6% | +9.3% | -6.6% | +1.6% |
| 30D | 0.0% | -7.3% | +7.3% | +0.7% |
| 3M | +11.9% | -31.7% | +43.7% | +15.9% |
| 6M | +18.9% | -3.5% | +22.4% | +17.1% |
| YTD | -4.6% | +21.2% | -25.7% | -9.2% |
| 1Y | +6.4% | +0.1% | +6.3% | +2.9% |
| 3Y | +167.2% | -67.7% | +234.9% | +177.6% |
| 5Y | +92.3% | -76.2% | +168.6% | +106.3% |
| All | +92.3% | -77.3% | +169.7% | +106.3% |
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 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