+60.1%
APTV vs ENPH
+247.6%
-187.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.2% |
| 7D | -1.7% | -8.4% | +6.7% | -0.6% |
| 30D | -11.6% | -11.2% | -0.4% | -10.6% |
| 3M | -21.2% | -36.1% | +14.9% | -16.9% |
| 6M | -28.5% | -37.9% | +9.4% | -25.2% |
| YTD | -49.1% | -18.7% | -30.4% | -49.5% |
| 1Y | -52.2% | -9.8% | -42.4% | -53.3% |
| 3Y | -48.6% | -66.8% | +18.2% | -45.5% |
| 5Y | -77.3% | -89.6% | +12.4% | -73.0% |
| 10Y | -26.9% | +2,186.8% | -2,213.7% | -50.4% |
| All | +60.1% | +247.6% | -187.5% | +13.7% |
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