+87.3%
ALB vs ENPH
+1,928.7%
-1,841.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.4% | +2.6% | -1.8% |
| 7D | -8.6% | +3.4% | -12.0% | -9.2% |
| 30D | -4.0% | -10.3% | +6.2% | -2.3% |
| 3M | -17.4% | -31.4% | +14.0% | -12.1% |
| 6M | -25.4% | -10.1% | -15.2% | -26.2% |
| YTD | -10.5% | +14.6% | -25.1% | -16.6% |
| 1Y | +75.8% | -3.2% | +79.0% | +68.0% |
| 3Y | -28.5% | -69.5% | +40.9% | -19.6% |
| 5Y | -45.1% | -77.2% | +32.1% | -36.9% |
| 10Y | +87.3% | +1,940.0% | -1,852.7% | +70.5% |
| All | +87.3% | +1,928.7% | -1,841.4% | +70.5% |
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 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