+1,287.8%
ADI vs ENPH
+257.1%
+1,030.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.4% | +5.4% | +0.7% |
| 7D | +13.4% | -7.6% | +20.9% | +14.4% |
| 30D | -1.3% | -16.4% | +15.1% | +0.4% |
| 3M | +6.8% | -34.3% | +41.1% | +11.5% |
| 6M | -1.9% | -28.5% | +26.6% | +0.5% |
| YTD | +52.3% | -16.4% | +68.7% | +51.3% |
| 1Y | +71.6% | -12.8% | +84.4% | +69.6% |
| 3Y | +148.9% | -65.7% | +214.6% | +162.7% |
| 5Y | +140.8% | -89.4% | +230.1% | +177.4% |
| 10Y | +653.6% | +2,249.1% | -1,595.5% | +445.3% |
| All | +1,287.8% | +257.1% | +1,030.7% | +945.0% |
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