+674.9%
AEM vs ENPH
+417.7%
+257.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.8% | -8.2% | -1.8% |
| 7D | +4.3% | +9.3% | -4.9% | +3.8% |
| 30D | +13.1% | -7.3% | +20.4% | +13.6% |
| 3M | +24.8% | -31.7% | +56.5% | +27.1% |
| 6M | -8.2% | -3.5% | -4.8% | -8.7% |
| YTD | +19.8% | +21.2% | -1.3% | +17.4% |
| 1Y | +32.1% | +0.1% | +32.0% | +30.4% |
| 3Y | +348.2% | -67.7% | +415.9% | +358.3% |
| 5Y | +297.5% | -76.2% | +373.7% | +305.3% |
| 10Y | +343.3% | +2,057.2% | -1,713.9% | +263.9% |
| All | +674.9% | +417.7% | +257.2% | +512.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling