-50.3%
ZTS vs ENPH
-4.2%
-46.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | -4.5% | +1.5% | -6.0% | -4.5% |
| 30D | -3.3% | -12.9% | +9.6% | -3.2% |
| 3M | -9.7% | -27.1% | +17.4% | -9.3% |
| 6M | -38.8% | -15.4% | -23.4% | -39.6% |
| YTD | -41.2% | +15.0% | -56.2% | -43.3% |
| 1Y | -50.3% | -0.7% | -49.6% | -52.1% |
| All | -50.3% | -4.2% | -46.1% | -52.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling