+55.1%
ZM vs ENPH
+277.4%
-222.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.2% | +0.6% |
| 7D | +0.3% | +3.4% | -3.0% | -0.3% |
| 30D | -10.3% | -10.3% | 0.0% | -8.9% |
| 3M | -0.7% | -31.4% | +30.7% | +4.6% |
| 6M | +24.8% | -10.1% | +34.9% | +22.5% |
| YTD | +11.5% | +14.6% | -3.1% | +3.1% |
| 1Y | +12.3% | -3.2% | +15.5% | +6.4% |
| 3Y | +33.5% | -69.5% | +102.9% | +43.2% |
| 5Y | -67.5% | -77.2% | +9.8% | -64.3% |
| All | +55.1% | +277.4% | -222.3% | +44.5% |
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