+1,062.4%
APH vs ENPH
+1,928.7%
-866.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.4% | +4.9% | 0.0% |
| 7D | +1.6% | +3.4% | -1.8% | +1.3% |
| 30D | -3.0% | -10.3% | +7.3% | -2.1% |
| 3M | +5.7% | -31.4% | +37.1% | +9.0% |
| 6M | +20.0% | -10.1% | +30.1% | +19.9% |
| YTD | +20.8% | +14.6% | +6.2% | +16.5% |
| 1Y | +40.2% | -3.2% | +43.5% | +36.8% |
| 3Y | +288.1% | -69.5% | +357.6% | +306.0% |
| 5Y | +352.5% | -77.2% | +429.8% | +374.2% |
| 10Y | +1,062.4% | +1,940.0% | -877.6% | +869.8% |
| All | +1,062.4% | +1,928.7% | -866.3% | +869.8% |
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