+1,395.4%
ASML vs ENPH
+2,272.5%
-877.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.7% | +6.7% | +5.3% |
| 7D | -9.0% | +11.0% | -20.0% | -10.7% |
| 30D | -21.0% | -15.0% | -5.9% | -19.2% |
| 3M | -16.3% | -28.2% | +11.9% | -12.3% |
| 6M | -7.5% | -20.5% | +12.9% | -5.6% |
| YTD | +34.0% | -11.2% | +45.2% | +31.4% |
| 1Y | +39.3% | -8.7% | +47.9% | +35.7% |
| 3Y | +128.9% | -63.6% | +192.4% | +144.0% |
| 5Y | +76.1% | -88.0% | +164.1% | +114.5% |
| All | +1,395.4% | +2,272.5% | -877.1% | +1,020.5% |
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