+88.9%
APTV vs ENPH
+417.7%
-328.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +6.8% | -11.4% | -5.5% |
| 7D | +2.0% | +9.3% | -7.3% | +0.7% |
| 30D | -7.7% | -7.3% | -0.4% | -6.9% |
| 3M | -34.0% | -31.7% | -2.3% | -31.0% |
| 6M | -37.1% | -3.5% | -33.6% | -38.0% |
| YTD | -39.9% | +21.2% | -61.1% | -43.2% |
| 1Y | -44.4% | +0.1% | -44.5% | -46.4% |
| 3Y | -54.5% | -67.7% | +13.2% | -51.6% |
| 5Y | -69.1% | -76.2% | +7.1% | -66.9% |
| 10Y | -20.0% | +2,057.2% | -2,077.2% | -46.7% |
| All | +88.9% | +417.7% | -328.8% | +28.0% |
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