-69.9%
ENPH price history and return analytics
+74.2%
-144.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -4.2% |
| 7D | +3.4% | -0.1% | +3.5% | +3.6% |
| 30D | -10.3% | -0.7% | -9.6% | -9.0% |
| 3M | -31.4% | +4.0% | -35.4% | -35.1% |
| 6M | -10.1% | +12.3% | -22.4% | -23.9% |
| YTD | +14.6% | +14.0% | +0.5% | -4.9% |
| 1Y | -3.2% | +20.3% | -23.5% | -25.7% |
| All | -69.9% | +74.2% | -144.1% | -90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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