+84.5%
AAPL vs ENPH
-69.9%
+154.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +3.5% |
| 7D | -0.5% | +1.5% | -2.0% | -0.7% |
| 30D | +7.1% | -12.9% | +20.0% | +8.2% |
| 3M | +12.1% | -27.1% | +39.2% | +14.6% |
| 6M | +25.4% | -15.4% | +40.9% | +25.3% |
| YTD | +20.5% | +15.0% | +5.4% | +16.5% |
| 1Y | +44.5% | -0.7% | +45.2% | +41.1% |
| All | +84.5% | -69.9% | +154.4% | +91.0% |
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