+105.4%
AMT vs ENPH
+1,928.7%
-1,823.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.4% | +5.3% | +0.1% |
| 7D | +1.5% | +3.4% | -1.9% | +1.2% |
| 30D | +3.7% | -10.3% | +14.0% | +4.3% |
| 3M | -7.2% | -31.4% | +24.2% | -5.5% |
| 6M | -4.2% | -10.1% | +6.0% | -4.9% |
| YTD | +1.9% | +14.6% | -12.7% | -1.2% |
| 1Y | -6.4% | -3.2% | -3.2% | -8.4% |
| 3Y | +7.7% | -69.5% | +77.2% | +10.5% |
| 5Y | -30.9% | -77.2% | +46.3% | -29.0% |
| 10Y | +105.4% | +1,940.0% | -1,834.6% | +76.0% |
| All | +105.4% | +1,928.7% | -1,823.3% | +76.0% |
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