+39.2%
AEM vs ENPH
-1.9%
+41.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.2% |
| 7D | -0.5% | -2.4% | +1.8% | -0.2% |
| 30D | +24.0% | -6.6% | +30.6% | +25.0% |
| 3M | +16.1% | -46.8% | +62.9% | +23.8% |
| 6M | -11.6% | -14.7% | +3.1% | -10.7% |
| YTD | +21.5% | +13.5% | +8.1% | +19.2% |
| 1Y | +39.2% | -0.4% | +39.6% | +36.4% |
| All | +39.2% | -1.9% | +41.1% | +36.4% |
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