+175.1%
VZ vs ENPH
+384.9%
-209.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +0.1% | -2.4% | +2.4% | +0.1% |
| 30D | +7.9% | -6.6% | +14.5% | +8.0% |
| 3M | +13.6% | -46.8% | +60.5% | +14.6% |
| 6M | +1.1% | -14.7% | +15.8% | +1.0% |
| YTD | +29.3% | +13.5% | +15.8% | +28.3% |
| 1Y | +21.2% | -0.4% | +21.7% | +20.5% |
| 3Y | +75.9% | -71.7% | +147.6% | +77.1% |
| 5Y | +24.1% | -79.1% | +103.2% | +24.7% |
| 10Y | +62.4% | +1,898.4% | -1,836.0% | +44.5% |
| All | +175.1% | +384.9% | -209.8% | +143.5% |
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 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