+154.6%
VZ vs ENPH
+279.6%
-125.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.9% |
| 7D | +2.1% | +11.0% | -8.8% | +2.0% |
| 30D | +1.4% | -15.0% | +16.4% | +1.6% |
| 3M | -1.3% | -28.2% | +27.0% | -0.9% |
| 6M | -0.5% | -20.5% | +19.9% | -0.5% |
| YTD | +19.6% | -11.2% | +30.8% | +19.1% |
| 1Y | +22.4% | -8.7% | +31.0% | +21.7% |
| 3Y | +55.9% | -63.6% | +119.5% | +56.2% |
| 5Y | +20.4% | -88.0% | +108.4% | +22.1% |
| 10Y | +66.9% | +2,333.3% | -2,266.4% | +47.3% |
| All | +154.6% | +279.6% | -125.0% | +126.0% |
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 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