+1,128.3%
ADI vs ENPH
+384.9%
+743.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | +0.4% | -2.4% | +2.8% | +0.7% |
| 30D | -3.8% | -6.6% | +2.8% | -3.1% |
| 3M | -15.3% | -46.8% | +31.6% | -9.2% |
| 6M | +6.7% | -14.7% | +21.4% | +7.3% |
| YTD | +34.8% | +13.5% | +21.3% | +29.8% |
| 1Y | +49.0% | -0.4% | +49.4% | +45.1% |
| 3Y | +108.1% | -71.7% | +179.8% | +123.5% |
| 5Y | +142.4% | -79.1% | +221.5% | +160.7% |
| 10Y | +589.9% | +1,898.4% | -1,308.4% | +397.6% |
| All | +1,128.3% | +384.9% | +743.4% | +796.9% |
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