+213.7%
AFRM vs ENPH
-65.0%
+278.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.9% |
| 7D | -7.3% | +11.0% | -18.3% | -9.4% |
| 30D | -9.6% | -15.0% | +5.5% | -6.8% |
| 3M | -11.1% | -28.2% | +17.2% | -5.2% |
| 6M | +3.9% | -20.5% | +24.3% | +6.3% |
| YTD | -8.5% | -11.2% | +2.7% | -11.2% |
| 1Y | +3.3% | -8.7% | +11.9% | -0.5% |
| 3Y | +213.7% | -63.6% | +277.3% | +259.2% |
| All | +213.7% | -65.0% | +278.8% | +259.2% |
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