+131.1%
ADI vs ENPH
-77.4%
+208.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.1% |
| 7D | +1.3% | +1.5% | -0.2% | +1.0% |
| 30D | -6.0% | -12.9% | +6.9% | -3.7% |
| 3M | -7.7% | -27.1% | +19.4% | -2.7% |
| 6M | +14.0% | -15.4% | +29.4% | +14.8% |
| YTD | +34.4% | +15.0% | +19.4% | +25.7% |
| 1Y | +48.0% | -0.7% | +48.7% | +41.1% |
| 3Y | +113.3% | -69.3% | +182.6% | +136.5% |
| 5Y | +131.1% | -76.7% | +207.8% | +163.2% |
| All | +131.1% | -77.4% | +208.5% | +163.2% |
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