-13.5%
AMT vs ENPH
-89.7%
+76.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.6% | +1.2% |
| 7D | +1.5% | -8.4% | +9.9% | +2.1% |
| 30D | +6.8% | -11.2% | +18.0% | +7.5% |
| 3M | +11.2% | -36.1% | +47.3% | +14.4% |
| 6M | +12.5% | -37.9% | +50.4% | +14.3% |
| YTD | +12.5% | -18.7% | +31.2% | +9.5% |
| 1Y | +10.1% | -9.8% | +19.9% | +5.9% |
| 3Y | +16.0% | -66.8% | +82.8% | +17.5% |
| All | -13.5% | -89.7% | +76.3% | +0.4% |
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