+22.1%
VZ vs ENPH
-14.3%
+36.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | +0.7% |
| 7D | +0.9% | -10.3% | +11.2% | +0.8% |
| 30D | +8.9% | -10.1% | +19.1% | +8.7% |
| 3M | +0.1% | -33.1% | +33.2% | -0.7% |
| 6M | +1.9% | -24.8% | +26.7% | +1.1% |
| YTD | +22.0% | -11.7% | +33.7% | +19.3% |
| 1Y | +22.1% | -8.2% | +30.4% | +18.6% |
| All | +22.1% | -14.3% | +36.5% | +18.6% |
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