+1,663.4%
AAPL vs ENPH
+417.7%
+1,245.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.8% | -7.9% | -1.8% |
| 7D | -2.7% | +9.3% | -12.0% | -3.6% |
| 30D | +1.0% | -7.3% | +8.3% | +1.6% |
| 3M | +5.0% | -31.7% | +36.7% | +8.2% |
| 6M | +23.0% | -3.5% | +26.5% | +21.5% |
| YTD | +16.6% | +21.2% | -4.5% | +11.9% |
| 1Y | +33.4% | +0.1% | +33.4% | +29.7% |
| 3Y | +79.9% | -67.7% | +147.6% | +86.6% |
| 5Y | +109.0% | -76.2% | +185.2% | +117.3% |
| 10Y | +1,210.4% | +2,057.2% | -846.8% | +855.0% |
| All | +1,663.4% | +417.7% | +1,245.7% | +1,148.1% |
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 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