+133.7%
AMT vs ENPH
+2,435.8%
-2,302.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +1.0% |
| 7D | +1.6% | -9.1% | +10.8% | +2.2% |
| 30D | +4.5% | -15.8% | +20.2% | +5.3% |
| 3M | +13.8% | -32.5% | +46.2% | +16.1% |
| 6M | +10.0% | -24.2% | +34.2% | +10.3% |
| YTD | +11.8% | -13.8% | +25.5% | +9.9% |
| 1Y | +10.2% | -15.8% | +26.1% | +8.5% |
| 3Y | +15.1% | -64.6% | +79.7% | +16.8% |
| 5Y | -18.8% | -88.1% | +69.2% | -13.6% |
| All | +133.7% | +2,435.8% | -2,302.1% | +101.8% |
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 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