+78.6%
AEP vs ENPH
-70.0%
+148.5%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.4% | +4.8% | -0.5% |
| 7D | +0.9% | +3.4% | -2.5% | +0.8% |
| 30D | +1.5% | -10.3% | +11.8% | +1.6% |
| 3M | -1.7% | -31.4% | +29.7% | -1.2% |
| 6M | -4.0% | -10.1% | +6.1% | -4.3% |
| YTD | +10.6% | +14.6% | -4.0% | +8.9% |
| 1Y | +18.6% | -3.2% | +21.8% | +17.3% |
| All | +78.6% | -70.0% | +148.5% | +85.8% |
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