+580.0%
XYZ vs ENPH
+2,033.5%
-1,453.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.8% | -10.0% | -4.8% |
| 7D | +2.9% | +9.3% | -6.4% | +0.6% |
| 30D | +1.4% | -7.3% | +8.7% | +3.0% |
| 3M | +14.6% | -31.7% | +46.3% | +23.9% |
| 6M | +20.8% | -3.5% | +24.2% | +16.2% |
| YTD | +23.1% | +21.2% | +1.9% | +8.9% |
| 1Y | +5.6% | +0.1% | +5.6% | -2.5% |
| 3Y | +50.9% | -67.7% | +118.6% | +65.1% |
| 5Y | -68.6% | -76.2% | +7.7% | -63.4% |
| 10Y | +580.0% | +2,057.2% | -1,477.3% | +269.4% |
| All | +580.0% | +2,033.5% | -1,453.6% | +269.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling