+159.7%
VZ vs ENPH
+277.3%
-117.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | +0.6% |
| 7D | +0.9% | -10.3% | +11.2% | +1.1% |
| 30D | +8.9% | -10.1% | +19.1% | +9.0% |
| 3M | +0.1% | -33.1% | +33.2% | +0.6% |
| 6M | +1.9% | -24.8% | +26.7% | +2.0% |
| YTD | +22.0% | -11.7% | +33.7% | +21.5% |
| 1Y | +22.1% | -8.2% | +30.4% | +21.5% |
| 3Y | +58.7% | -63.7% | +122.4% | +59.0% |
| 5Y | +22.3% | -88.7% | +111.0% | +24.1% |
| 10Y | +71.6% | +2,382.5% | -2,310.8% | +51.4% |
| All | +159.7% | +277.3% | -117.7% | +130.5% |
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