+46.0%
ASML vs ENPH
-10.6%
+56.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.0% | +4.6% | +0.5% |
| 7D | -2.9% | -9.1% | +6.3% | -1.2% |
| 30D | -15.2% | -15.8% | +0.6% | -13.0% |
| 3M | -12.9% | -32.5% | +19.6% | -7.3% |
| 6M | -5.0% | -24.2% | +19.1% | +1.5% |
| YTD | +41.8% | -13.8% | +55.6% | +46.6% |
| 1Y | +46.0% | -15.8% | +61.9% | +51.2% |
| All | +46.0% | -10.6% | +56.6% | +51.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling