-10.2%
ADSK vs ENPH
+8.1%
-18.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +3.7% | +3.3% | +7.0% |
| 7D | +11.4% | +26.3% | -14.8% | +11.3% |
| 30D | +21.9% | -5.7% | +27.6% | +21.8% |
| 3M | +13.9% | -24.5% | +38.3% | +13.4% |
| 6M | +9.1% | -3.0% | +12.2% | +5.8% |
| YTD | -8.8% | -1.6% | -7.2% | -13.8% |
| 1Y | -10.2% | +8.8% | -19.0% | -16.2% |
| All | -10.2% | +8.1% | -18.3% | -16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling