+1,278.0%
AAPL vs ENPH
+1,908.3%
-630.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +1.9% |
| 7D | +3.8% | -0.1% | +3.9% | +3.8% |
| 30D | +9.9% | -10.8% | +20.8% | +11.2% |
| 3M | +12.5% | -33.8% | +46.3% | +17.1% |
| 6M | +27.6% | -16.1% | +43.8% | +27.6% |
| YTD | +22.6% | +13.4% | +9.1% | +17.1% |
| 1Y | +45.0% | -2.6% | +47.6% | +40.2% |
| 3Y | +87.8% | -70.3% | +158.0% | +98.2% |
| 5Y | +128.7% | -77.0% | +205.7% | +140.4% |
| All | +1,278.0% | +1,908.3% | -630.3% | +897.3% |
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