-17.8%
AA vs ENPH
-88.3%
+70.5%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.0% | +0.6% | -3.3% |
| 7D | +1.2% | -9.1% | +10.4% | +3.4% |
| 30D | -5.0% | -15.8% | +10.7% | -2.1% |
| 3M | -22.2% | -32.5% | +10.2% | -16.0% |
| 6M | -36.3% | -24.2% | -12.2% | -34.1% |
| YTD | -24.2% | -13.8% | -10.4% | -26.7% |
| 1Y | +3.9% | -15.8% | +19.7% | +0.9% |
| 3Y | +67.6% | -64.6% | +132.1% | +84.2% |
| All | -17.8% | -88.3% | +70.5% | +16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling