-99.9%
AMIX vs ENPH
-73.1%
-26.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +2.4% | -22.4% | -20.3% |
| 7D | -8.1% | -10.3% | +2.2% | -6.8% |
| 30D | -52.3% | -10.1% | -42.1% | -51.8% |
| 3M | -83.8% | -33.1% | -50.7% | -82.9% |
| 6M | -79.0% | -24.8% | -54.1% | -77.2% |
| YTD | -87.2% | -11.7% | -75.5% | -85.5% |
| 1Y | -91.7% | -8.2% | -83.5% | -90.5% |
| All | -99.9% | -73.1% | -26.8% | -99.9% |
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 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