+170.1%
AMAT vs ENPH
-63.3%
+233.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.4% | +3.7% | +5.6% |
| 7D | +7.0% | -10.3% | +17.3% | +9.2% |
| 30D | -20.6% | -10.1% | -10.5% | -19.5% |
| 3M | -24.8% | -33.1% | +8.3% | -19.8% |
| 6M | -10.7% | -24.8% | +14.1% | -6.2% |
| YTD | +54.3% | -11.7% | +66.0% | +55.1% |
| 1Y | +73.7% | -8.2% | +82.0% | +73.4% |
| All | +170.1% | -63.3% | +233.4% | +209.9% |
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