+133.9%
ASML vs ENPH
-66.2%
+200.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.5% | +0.3% |
| 7D | +4.9% | -8.4% | +13.4% | +6.5% |
| 30D | -9.3% | -11.2% | +1.9% | -7.9% |
| 3M | -19.0% | -36.1% | +17.1% | -13.2% |
| 6M | -5.2% | -37.9% | +32.7% | +1.5% |
| YTD | +40.6% | -18.7% | +59.3% | +41.4% |
| 1Y | +47.5% | -9.8% | +57.3% | +45.6% |
| 3Y | +133.9% | -66.8% | +200.7% | +173.2% |
| All | +133.9% | -66.2% | +200.1% | +173.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling