+378.5%
APP vs ENPH
-75.0%
+453.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.8% | -9.4% | -4.1% |
| 7D | +0.1% | +9.3% | -9.2% | -1.9% |
| 30D | -10.0% | -7.3% | -2.8% | -8.8% |
| 3M | -44.6% | -31.7% | -12.9% | -40.4% |
| 6M | -37.9% | -3.5% | -34.4% | -39.6% |
| YTD | -53.7% | +21.2% | -74.8% | -59.4% |
| 1Y | -43.0% | +0.1% | -43.0% | -47.9% |
| 3Y | +640.8% | -67.7% | +708.5% | +726.2% |
| 5Y | +358.8% | -76.2% | +435.1% | +436.2% |
| All | +378.5% | -75.0% | +453.6% | +408.8% |
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