+5.6%
SYY vs ENPH
-2.4%
+8.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.1% |
| 7D | +3.9% | -0.1% | +4.0% | +3.9% |
| 30D | -1.7% | -10.8% | +9.1% | -1.7% |
| 3M | +5.2% | -33.8% | +39.0% | +5.9% |
| 6M | -0.2% | -16.1% | +15.9% | -1.6% |
| YTD | +15.4% | +13.4% | +2.0% | +12.8% |
| 1Y | +5.6% | -2.6% | +8.2% | +3.5% |
| All | +5.6% | -2.4% | +8.0% | +3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling