+2,176.4%
APH vs ENPH
+279.6%
+1,896.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.7% | +5.8% | +4.3% |
| 7D | -5.9% | +11.0% | -16.9% | -6.7% |
| 30D | -14.8% | -15.0% | +0.2% | -13.9% |
| 3M | -12.4% | -28.2% | +15.8% | -10.4% |
| 6M | +8.1% | -20.5% | +28.5% | +9.0% |
| YTD | +10.9% | -11.2% | +22.1% | +9.3% |
| 1Y | +8.8% | -8.7% | +17.4% | +6.8% |
| 3Y | +262.1% | -63.6% | +325.6% | +269.6% |
| 5Y | +283.1% | -88.0% | +371.2% | +319.0% |
| 10Y | +908.1% | +2,333.3% | -1,425.2% | +641.1% |
| All | +2,176.4% | +279.6% | +1,896.8% | +1,622.7% |
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