-59.0%
ZTS vs ENPH
-70.0%
+11.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.1% | -0.1% |
| 7D | -3.8% | +3.4% | -7.1% | -4.0% |
| 30D | -2.0% | -10.3% | +8.2% | -1.5% |
| 3M | -10.2% | -31.4% | +21.2% | -8.5% |
| 6M | -39.4% | -10.1% | -29.3% | -40.2% |
| YTD | -40.8% | +14.6% | -55.4% | -43.1% |
| 1Y | -50.1% | -3.2% | -46.9% | -51.6% |
| All | -59.0% | -70.0% | +11.0% | -57.1% |
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 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