+203.0%
AMAT vs ENPH
-71.4%
+274.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.3% |
| 7D | -1.5% | -2.4% | +0.9% | -1.1% |
| 30D | -14.8% | -6.6% | -8.2% | -13.9% |
| 3M | -9.3% | -46.8% | +37.6% | 0.0% |
| 6M | +27.4% | -14.7% | +42.1% | +30.5% |
| YTD | +77.6% | +13.5% | +64.1% | +72.1% |
| 1Y | +188.9% | -0.4% | +189.4% | +183.9% |
| All | +203.0% | -71.4% | +274.5% | +239.2% |
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 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