+279.2%
ZETA vs ENPH
-68.2%
+347.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.8% | -8.6% | -2.6% |
| 7D | -2.4% | +9.3% | -11.7% | -3.5% |
| 30D | +15.6% | -7.3% | +22.8% | +16.6% |
| 3M | +41.5% | -31.7% | +73.2% | +47.4% |
| 6M | +63.4% | -3.5% | +66.9% | +60.4% |
| YTD | +51.3% | +21.2% | +30.1% | +43.4% |
| 1Y | +65.8% | +0.1% | +65.8% | +59.4% |
| 3Y | +279.2% | -67.7% | +346.9% | +289.6% |
| All | +279.2% | -68.2% | +347.4% | +289.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling