+199.0%
AMD vs ENPH
-88.2%
+287.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.7% | +12.8% | +11.4% |
| 7D | -11.0% | +11.0% | -22.0% | -13.1% |
| 30D | -30.5% | -15.0% | -15.5% | -28.2% |
| 3M | -8.2% | -28.2% | +20.0% | -1.8% |
| 6M | +6.6% | -20.5% | +27.0% | +10.9% |
| YTD | +109.7% | -11.2% | +120.8% | +102.4% |
| 1Y | +88.9% | -8.7% | +97.6% | +80.7% |
| 3Y | +301.8% | -63.6% | +365.4% | +325.2% |
| All | +199.0% | -88.2% | +287.2% | +359.5% |
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 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