+651.5%
ADI vs ENPH
+1,908.3%
-1,256.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.4% | +6.2% | +5.0% |
| 7D | +4.6% | -0.1% | +4.6% | +4.5% |
| 30D | -1.2% | -10.8% | +9.7% | +0.3% |
| 3M | -7.8% | -33.8% | +26.0% | -2.8% |
| 6M | +19.3% | -16.1% | +35.5% | +20.2% |
| YTD | +40.9% | +13.4% | +27.5% | +34.7% |
| 1Y | +54.5% | -2.6% | +57.1% | +50.0% |
| 3Y | +123.4% | -70.3% | +193.7% | +141.2% |
| 5Y | +142.3% | -77.0% | +219.3% | +160.9% |
| All | +651.5% | +1,908.3% | -1,256.8% | +540.8% |
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