+299.5%
SYY vs ENPH
+417.7%
-118.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.8% | -7.0% | -0.6% |
| 7D | -2.8% | +9.3% | -12.0% | -3.2% |
| 30D | -5.3% | -7.3% | +2.0% | -5.0% |
| 3M | +5.1% | -31.7% | +36.8% | +6.9% |
| 6M | -5.0% | -3.5% | -1.5% | -5.8% |
| YTD | +10.7% | +21.2% | -10.5% | +7.8% |
| 1Y | +0.7% | +0.1% | +0.6% | -1.2% |
| 3Y | +24.0% | -67.7% | +91.7% | +26.2% |
| 5Y | +19.3% | -76.2% | +95.5% | +21.0% |
| 10Y | +96.4% | +2,057.2% | -1,960.8% | +63.8% |
| All | +299.5% | +417.7% | -118.2% | +230.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling