+124.8%
AAPL vs ENPH
-77.4%
+202.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.7% |
| 3M | +12.1% | -27.1% | +39.2% | +15.6% |
| 6M | +25.4% | -15.4% | +40.9% | +25.2% |
| YTD | +20.5% | +15.0% | +5.4% | +14.3% |
| 1Y | +44.5% | -0.7% | +45.2% | +39.0% |
| 3Y | +85.8% | -69.3% | +155.1% | +97.7% |
| 5Y | +124.8% | -76.7% | +201.5% | +137.1% |
| All | +124.8% | -77.4% | +202.2% | +137.1% |
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