+57.4%
VZ vs ENPH
-66.2%
+123.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.2% | -0.4% |
| 7D | +1.5% | -8.4% | +9.9% | +1.5% |
| 30D | +4.4% | -11.2% | +15.5% | +4.4% |
| 3M | -2.4% | -36.1% | +33.7% | -2.1% |
| 6M | +1.4% | -37.9% | +39.4% | +1.4% |
| YTD | +21.4% | -18.7% | +40.1% | +20.1% |
| 1Y | +20.3% | -9.8% | +30.1% | +18.7% |
| 3Y | +57.4% | -66.8% | +124.2% | +55.0% |
| All | +57.4% | -66.2% | +123.6% | +55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling