+243.8%
ZETA vs ENPH
-73.1%
+316.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | -6.5% | +1.5% | -8.0% | -6.9% |
| 30D | +4.8% | -12.9% | +17.7% | +7.8% |
| 3M | +53.3% | -27.1% | +80.4% | +62.3% |
| 6M | +66.8% | -15.4% | +82.3% | +65.9% |
| YTD | +50.2% | +15.0% | +35.2% | +36.1% |
| 1Y | +62.0% | -0.7% | +62.7% | +51.6% |
| 3Y | +276.4% | -69.3% | +345.7% | +318.1% |
| 5Y | +341.6% | -76.7% | +418.3% | +397.7% |
| All | +243.8% | -73.1% | +316.9% | +310.1% |
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