+117.0%
AA vs ENPH
+1,908.3%
-1,791.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.1% |
| 7D | -3.4% | -0.1% | -3.4% | -3.4% |
| 30D | -5.8% | -10.8% | +5.1% | -4.1% |
| 3M | -29.9% | -33.8% | +3.9% | -25.5% |
| 6M | -27.0% | -16.1% | -10.9% | -26.3% |
| YTD | -8.7% | +13.4% | -22.1% | -13.8% |
| 1Y | +50.6% | -2.6% | +53.2% | +45.1% |
| 3Y | +74.1% | -70.3% | +144.3% | +91.9% |
| 5Y | +2.6% | -77.0% | +79.6% | +13.5% |
| All | +117.0% | +1,908.3% | -1,791.3% | +66.9% |
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