+2,453.1%
AMZN vs ENPH
+384.9%
+2,068.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -3.0% | -2.4% | -0.6% | -2.8% |
| 30D | -5.2% | -6.6% | +1.4% | -4.7% |
| 3M | +1.9% | -46.8% | +48.7% | +7.1% |
| 6M | +19.2% | -14.7% | +34.0% | +19.3% |
| YTD | +12.0% | +13.5% | -1.5% | +8.2% |
| 1Y | +9.7% | -0.4% | +10.1% | +6.8% |
| 3Y | +87.2% | -71.7% | +158.9% | +95.9% |
| 5Y | +48.7% | -79.1% | +127.7% | +56.7% |
| 10Y | +569.3% | +1,898.4% | -1,329.0% | +389.3% |
| All | +2,453.1% | +384.9% | +2,068.1% | +1,817.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling