-26.3%
APH vs ENPH
-1.9%
-24.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.1% | -47.7% | -47.8% |
| 7D | -48.7% | -7.3% | -41.4% | -48.6% |
| 30D | -51.9% | -6.6% | -45.3% | -51.8% |
| 3M | -43.6% | -46.8% | +3.3% | -43.5% |
| 6M | -37.5% | -14.7% | -22.8% | -35.6% |
| YTD | -38.6% | +13.5% | -52.1% | -35.2% |
| 1Y | -26.3% | -0.4% | -25.9% | -23.2% |
| All | -26.3% | -1.9% | -24.4% | -23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling