+349.3%
ZETA vs ENPH
-77.5%
+426.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.4% | +4.2% | 0.0% |
| 7D | -0.1% | +3.4% | -3.4% | -0.9% |
| 30D | +10.5% | -10.3% | +20.7% | +13.0% |
| 3M | +44.3% | -31.4% | +75.7% | +55.1% |
| 6M | +59.4% | -10.1% | +69.6% | +56.0% |
| YTD | +49.5% | +14.6% | +34.9% | +35.1% |
| 1Y | +62.7% | -3.2% | +65.9% | +52.7% |
| 3Y | +274.6% | -69.5% | +344.1% | +317.9% |
| 5Y | +349.3% | -77.2% | +426.6% | +418.1% |
| All | +349.3% | -77.5% | +426.9% | +418.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling