-99.8%
AMIX vs ENPH
-65.4%
-34.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -1.9% |
| 7D | -13.7% | -2.4% | -11.4% | -13.4% |
| 30D | -62.1% | -6.6% | -55.4% | -61.7% |
| 3M | -46.2% | -46.8% | +0.7% | -46.2% |
| 6M | -46.4% | -14.7% | -31.7% | -44.4% |
| YTD | -60.3% | +13.5% | -73.7% | -56.2% |
| 1Y | -79.7% | -0.4% | -79.3% | -77.9% |
| All | -99.8% | -65.4% | -34.3% | -99.8% |
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 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