+85.4%
AA vs ENPH
+268.5%
-183.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.0% | +0.6% | -3.7% |
| 7D | +1.2% | -9.1% | +10.4% | +2.6% |
| 30D | -5.0% | -15.8% | +10.7% | -3.1% |
| 3M | -22.2% | -32.5% | +10.2% | -18.2% |
| 6M | -36.3% | -24.2% | -12.2% | -34.8% |
| YTD | -24.2% | -13.8% | -10.4% | -25.4% |
| 1Y | +3.9% | -15.8% | +19.7% | +2.6% |
| 3Y | +67.6% | -64.6% | +132.1% | +78.8% |
| 5Y | -8.8% | -88.1% | +79.2% | +8.2% |
| 10Y | +45.0% | +2,367.9% | -2,322.9% | -7.9% |
| All | +85.4% | +268.5% | -183.1% | +26.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling