+330.6%
AEM vs ENPH
-69.9%
+400.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -2.9% |
| 7D | -5.0% | +1.5% | -6.6% | -5.2% |
| 30D | +8.5% | -12.9% | +21.3% | +9.7% |
| 3M | +29.3% | -27.1% | +56.4% | +32.4% |
| 6M | -12.9% | -15.4% | +2.5% | -12.4% |
| YTD | +16.8% | +15.0% | +1.8% | +14.1% |
| 1Y | +29.8% | -0.7% | +30.5% | +27.7% |
| All | +330.6% | -69.9% | +400.5% | +343.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling