+115.3%
ADI vs ENPH
-70.0%
+185.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.4% | +5.9% | +1.5% |
| 7D | +2.6% | +3.4% | -0.7% | +1.9% |
| 30D | -4.6% | -10.3% | +5.6% | -3.0% |
| 3M | -9.5% | -31.4% | +21.9% | -3.9% |
| 6M | +14.8% | -10.1% | +25.0% | +14.7% |
| YTD | +35.8% | +14.6% | +21.2% | +27.6% |
| 1Y | +48.9% | -3.2% | +52.2% | +43.2% |
| All | +115.3% | -70.0% | +185.3% | +136.3% |
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 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