+90.5%
AA vs ENPH
-68.2%
+158.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.8% | -3.2% | +2.2% |
| 7D | +1.7% | +9.3% | -7.6% | -0.1% |
| 30D | +3.3% | -7.3% | +10.6% | +4.8% |
| 3M | -29.4% | -31.7% | +2.3% | -24.4% |
| 6M | -12.8% | -3.5% | -9.3% | -13.9% |
| YTD | -2.1% | +21.2% | -23.3% | -10.3% |
| 1Y | +62.8% | +0.1% | +62.7% | +54.8% |
| 3Y | +90.5% | -67.7% | +158.2% | +126.7% |
| All | +90.5% | -68.2% | +158.7% | +126.7% |
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