+55.5%
ZTS vs ENPH
+1,936.5%
-1,881.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | -4.5% | +1.5% | -6.0% | -4.6% |
| 30D | -3.3% | -12.9% | +9.6% | -2.4% |
| 3M | -9.7% | -27.1% | +17.4% | -8.1% |
| 6M | -38.8% | -15.4% | -23.4% | -39.1% |
| YTD | -41.2% | +15.0% | -56.2% | -43.2% |
| 1Y | -50.3% | -0.7% | -49.6% | -51.6% |
| 3Y | -59.1% | -69.3% | +10.2% | -57.9% |
| 5Y | -62.8% | -76.7% | +13.9% | -61.8% |
| All | +55.5% | +1,936.5% | -1,881.0% | +26.4% |
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