+56.2%
AG vs ENPH
-77.1%
+133.3%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +4.4% |
| 3M | +15.7% | -33.8% | +49.5% | +24.3% |
| 6M | -23.8% | -16.1% | -7.7% | -22.8% |
| YTD | +17.6% | +13.4% | +4.2% | +11.6% |
| 1Y | +88.6% | -2.6% | +91.2% | +82.8% |
| 3Y | +253.4% | -70.3% | +323.7% | +300.8% |
| All | +56.2% | -77.1% | +133.3% | +73.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling