+47.7%
ASML vs ENPH
-11.9%
+59.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.4% | +2.9% | -1.5% |
| 7D | +10.4% | -7.6% | +17.9% | +11.8% |
| 30D | -12.7% | -16.4% | +3.7% | -10.4% |
| 3M | -17.2% | -34.3% | +17.1% | -11.5% |
| 6M | -1.3% | -28.5% | +27.2% | +6.4% |
| YTD | +40.8% | -16.4% | +57.2% | +47.2% |
| All | +47.7% | -11.9% | +59.6% | +52.9% |
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