+5,499.0%
AMD vs ENPH
+279.6%
+5,219.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.7% | +12.8% | +11.3% |
| 7D | -11.0% | +11.0% | -22.0% | -12.6% |
| 30D | -30.5% | -15.0% | -15.5% | -28.9% |
| 3M | -8.2% | -28.2% | +20.0% | -3.7% |
| 6M | +6.6% | -20.5% | +27.0% | +9.5% |
| YTD | +109.7% | -11.2% | +120.8% | +104.7% |
| 1Y | +88.9% | -8.7% | +97.6% | +83.4% |
| 3Y | +301.8% | -63.6% | +365.4% | +325.3% |
| 5Y | +229.4% | -88.0% | +317.4% | +304.0% |
| 10Y | +6,745.1% | +2,333.3% | +4,411.8% | +3,605.3% |
| All | +5,499.0% | +279.6% | +5,219.4% | +3,302.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling