+42.2%
ALB vs ENPH
+2,318.8%
-2,276.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.4% | -1.3% | +0.7% |
| 7D | +1.1% | -10.3% | +11.4% | +3.0% |
| 30D | -2.6% | -10.1% | +7.6% | -1.4% |
| 3M | -25.6% | -33.1% | +7.5% | -20.5% |
| 6M | -54.0% | -24.8% | -29.2% | -53.0% |
| YTD | -31.6% | -11.7% | -19.9% | -33.7% |
| 1Y | -6.6% | -8.2% | +1.7% | -10.3% |
| 3Y | -14.0% | -63.7% | +49.7% | -5.4% |
| 5Y | -62.5% | -88.7% | +26.2% | -52.6% |
| All | +42.2% | +2,318.8% | -2,276.6% | +31.2% |
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 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