+827.9%
AEHR vs ENPH
-77.4%
+905.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -2.0% |
| 7D | +23.0% | +1.5% | +21.5% | +21.8% |
| 30D | -19.9% | -12.9% | -7.1% | -15.2% |
| 3M | +0.5% | -27.1% | +27.6% | +18.1% |
| 6M | +123.6% | -15.4% | +139.0% | +143.4% |
| YTD | +364.6% | +15.0% | +349.6% | +314.8% |
| 1Y | +255.3% | -0.7% | +256.0% | +236.7% |
| 3Y | +89.7% | -69.3% | +159.0% | +178.5% |
| 5Y | +827.9% | -76.7% | +904.6% | +1,563.5% |
| All | +827.9% | -77.4% | +905.3% | +1,563.5% |
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