+61.6%
AG vs ENPH
+1,908.3%
-1,846.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.7% |
| 7D | -6.7% | -0.1% | -6.7% | -6.8% |
| 30D | +2.2% | -10.8% | +13.0% | +3.7% |
| 3M | +15.7% | -33.8% | +49.5% | +21.7% |
| 6M | -23.8% | -16.1% | -7.7% | -23.1% |
| YTD | +17.6% | +13.4% | +4.2% | +13.6% |
| 1Y | +88.6% | -2.6% | +91.2% | +84.8% |
| 3Y | +253.4% | -70.3% | +323.7% | +282.5% |
| 5Y | +62.4% | -77.0% | +139.5% | +76.2% |
| All | +61.6% | +1,908.3% | -1,846.6% | +36.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling