+451.4%
AEP vs ENPH
+417.7%
+33.7%
-32.9%
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 | +0.7% | +6.8% | -6.0% | +0.6% |
| 7D | +2.0% | +9.3% | -7.3% | +1.8% |
| 30D | +0.5% | -7.3% | +7.8% | +0.6% |
| 3M | -0.3% | -31.7% | +31.4% | +0.3% |
| 6M | -3.5% | -3.5% | 0.0% | -3.8% |
| YTD | +11.3% | +21.2% | -9.9% | +10.1% |
| 1Y | +20.2% | +0.1% | +20.2% | +19.3% |
| 3Y | +79.8% | -67.7% | +147.5% | +81.2% |
| 5Y | +65.6% | -76.2% | +141.8% | +67.1% |
| 10Y | +169.3% | +2,057.2% | -1,887.9% | +152.8% |
| All | +451.4% | +417.7% | +33.7% | +405.5% |
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 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