+113.8%
SYY vs ENPH
+1,908.3%
-1,794.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.2% |
| 7D | +3.9% | -0.1% | +4.0% | +3.9% |
| 30D | -1.7% | -10.8% | +9.1% | -1.1% |
| 3M | +5.2% | -33.8% | +39.0% | +7.7% |
| 6M | -0.2% | -16.1% | +15.9% | -0.4% |
| YTD | +15.4% | +13.4% | +2.0% | +11.8% |
| 1Y | +5.6% | -2.6% | +8.2% | +3.1% |
| 3Y | +28.9% | -70.3% | +99.1% | +32.6% |
| 5Y | +24.1% | -77.0% | +101.1% | +26.3% |
| All | +113.8% | +1,908.3% | -1,794.4% | +77.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling